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.)
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 | $140,937 | $183,519-23.2% | $155,509-9.4% | $145,922-3.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.66% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.6pp |
| Employer contribution / active EE | $71,694 | $5,313+1249.5% | $4,672+1434.4% | $4,660+1438.6% |
| Participant deferral / active EE | $7,500 | $6,462+16.1% | $5,626+33.3% | $6,688+12.1% |
| Admin fee / account holder | $9,074 | $19,313-53.0% | $15,912-43.0% | $13,397-32.3% |