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 | $182,664 | $175,202+4.3% | $149,673+22.0% | $139,434+31.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.54% | 166.71%-156.2pp | 134.42%-123.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $8,016 | $5,474+46.4% | $4,818+66.4% | $4,751+68.7% |
| Participant deferral / active EE | $12,850 | $6,519+97.1% | $5,680+126.2% | $6,710+91.5% |
| Admin fee / account holder | $4,792 | $16,150-70.3% | $13,210-63.7% | $11,403-58.0% |