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 | $59,085 | $142,405-58.5% | $115,157-48.7% | $152,861-61.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.97% | 41.48%-24.5pp | 35.60%-18.6pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,013 | $4,010-24.9% | $3,179-5.2% | $4,762-36.7% |
| Participant deferral / active EE | $5,422 | $5,164+5.0% | $4,168+30.1% | $5,850-7.3% |
| Admin fee / account holder | $1,643 | $8,462-80.6% | $7,088-76.8% | $11,596-85.8% |