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 | $41,906 | $209,411-80.0% | $178,490-76.5% | $158,922-73.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.97% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,388 | $5,706+29.5% | $5,011+47.4% | $4,761+55.2% |
| Participant deferral / active EE | $14,772 | $5,954+148.1% | $5,202+184.0% | $5,982+146.9% |
| Admin fee / account holder | $509 | $17,074-97.0% | $13,984-96.4% | $11,246-95.5% |