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 | $122,175 | $107,334+13.8% | $92,893+31.5% | $152,861-20.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 70.27% | 145.58%-75.3pp | 109.41%-39.1pp | 345.32%-275.1pp |
| Employer contribution / active EE | $7,614 | $4,221+80.4% | $3,653+108.5% | $4,762+59.9% |
| Participant deferral / active EE | $15,116 | $4,845+212.0% | $4,236+256.8% | $5,850+158.4% |
| Admin fee / account holder | $2,013 | $7,079-71.6% | $5,794-65.3% | $11,596-82.6% |