Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $87,123 | $124,425-30.0% | $112,040-22.2% | $137,256-36.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.79% | 24.72%-9.9pp | 24.52%-9.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $41,879 | $3,411+1127.6% | $2,954+1317.7% | $4,156+907.7% |
| Participant deferral / active EE | $22,896 | $5,718+300.4% | $5,098+349.1% | $6,407+257.4% |
| Admin fee / account holder | $1,450 | $15,207-90.5% | $12,098-88.0% | $12,270-88.2% |