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 | $115,831 | $167,307-30.8% | $143,757-19.4% | $134,475-13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.99% | 0.46%-15.5pp | -0.04%-14.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $150,000 | $5,619+2569.4% | $4,951+2929.7% | $4,740+3064.8% |
| Participant deferral / active EE | $150,306 | $6,446+2231.9% | $5,637+2566.4% | $6,400+2248.6% |
| Admin fee / account holder | $10,845 | $18,088-40.0% | $14,673-26.1% | $11,426-5.1% |