See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,852 | $159,602-7.4% | $150,045-1.5% | $142,382+3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.78% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $36,107 | $4,961+627.9% | $4,693+669.4% | $4,299+739.9% |
| Participant deferral / active EE | $38,544 | $8,310+363.8% | $7,997+382.0% | $6,507+492.3% |
| Admin fee / account holder | $75,550 | $14,846+408.9% | $13,435+462.3% | $12,624+498.5% |