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 | $144,910 | $106,584+36.0% | $101,326+43.0% | $142,382+1.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.70% | 36.93%-24.2pp | 36.82%-24.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $5,148 | $3,956+30.1% | $3,665+40.5% | $4,299+19.7% |
| Participant deferral / active EE | $11,863 | $8,297+43.0% | $7,994+48.4% | $6,507+82.3% |
| Admin fee / account holder | $18,149 | $11,446+58.6% | $11,185+62.3% | $12,624+43.8% |