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 | $205,104 | $81,625+151.3% | $58,482+250.7% | $139,434+47.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.05% | 7404.20%-7389.1pp | 4239.32%-4224.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $50,525 | $1,398+3513.4% | $1,053+4697.0% | $4,751+963.5% |
| Participant deferral / active EE | $31,845 | $2,557+1145.6% | $1,924+1555.3% | $6,710+374.6% |
| Admin fee / account holder | $510 | $3,265-84.4% | $2,516-79.7% | $11,403-95.5% |