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 | $22,859 | $109,982-79.2% | $97,226-76.5% | $145,922-84.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.11% | 242.90%-232.8pp | 75.13%-65.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $22,011 | $3,084+613.8% | $2,729+706.6% | $4,660+372.4% |
| Participant deferral / active EE | $12,490 | $4,676+167.1% | $4,264+192.9% | $6,688+86.8% |
| Admin fee / account holder | $6,092 | $6,221-2.1% | $5,654+7.8% | $13,397-54.5% |