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 | $169,151 | $183,519-7.8% | $155,509+8.8% | $145,922+15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.74% | 61.17%-54.4pp | 64.67%-57.9pp | 561.29%-554.5pp |
| Employer contribution / active EE | $32,266 | $5,313+507.3% | $4,672+590.5% | $4,660+592.5% |
| Participant deferral / active EE | $29,204 | $6,462+351.9% | $5,626+419.1% | $6,688+336.7% |
| Admin fee / account holder | $2,347 | $19,313-87.8% | $15,912-85.2% | $13,397-82.5% |