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 | $39,224 | $90,503-56.7% | $78,689-50.2% | $273,961-85.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 83.52% | 75.60%+7.9pp | 62.18%+21.3pp | 41.45%+42.1pp |
| Employer contribution / active EE | $1,583 | $3,176-50.1% | $2,851-44.5% | $4,869-67.5% |
| Participant deferral / active EE | $5,000 | $3,901+28.2% | $3,517+42.2% | $5,287-5.4% |
| Admin fee / account holder | $1,964 | $5,263-62.7% | $4,510-56.4% | $10,132-80.6% |