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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,382 | $183,592-11.0% | $155,567+5.0% | $145,959+11.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.69% | 61.24%-54.5pp | 64.74%-58.0pp | 561.95%-555.3pp |
| Employer contribution / active EE | $31,730 | $5,315+497.0% | $4,674+578.8% | $4,661+580.8% |
| Participant deferral / active EE | $20,507 | $6,464+217.2% | $5,628+264.4% | $6,689+206.6% |
| Admin fee / account holder | $8,855 | $19,318-54.2% | $15,916-44.4% | $13,398-33.9% |