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 | $60,448 | $124,185-51.3% | $108,410-44.2% | $167,490-63.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 123.82% | 1379.64%-1255.8pp | 905.27%-781.5pp | 478.56%-354.7pp |
| Employer contribution / active EE | $4,032 | $4,187-3.7% | $3,558+13.3% | $4,837-16.6% |
| Participant deferral / active EE | $5,567 | $6,908-19.4% | $6,563-15.2% | $6,341-12.2% |
| Admin fee / account holder | $688 | $9,455-92.7% | $7,295-90.6% | $12,309-94.4% |