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 7-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 | $22,926 | $88,710-74.2% | $81,783-72.0% | $145,959-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.97% | 1027.26%-1022.3pp | 775.05%-770.1pp | 561.95%-557.0pp |
| Employer contribution / active EE | $8,916 | $3,083+189.2% | $2,913+206.1% | $4,661+91.3% |
| Participant deferral / active EE | $30,745 | $4,645+561.9% | $4,320+611.6% | $6,689+359.7% |
| Admin fee / account holder | $421 | $8,407-95.0% | $7,380-94.3% | $13,398-96.9% |