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 | $172,752 | $175,202-1.4% | $149,673+15.4% | $139,434+23.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.08% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $6,938 | $5,474+26.7% | $4,818+44.0% | $4,751+46.0% |
| Participant deferral / active EE | $12,590 | $6,519+93.1% | $5,680+121.7% | $6,710+87.6% |
| Admin fee / account holder | $6,872 | $16,150-57.4% | $13,210-48.0% | $11,403-39.7% |