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 | $52,924 | $154,228-65.7% | $145,433-63.6% | $137,256-61.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.93% | 74.59%-55.7pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $80,247 | $4,804+1570.4% | $4,554+1661.9% | $4,156+1830.9% |
| Participant deferral / active EE | $161,393 | $8,216+1864.3% | $7,897+1943.6% | $6,407+2419.1% |
| Admin fee / account holder | $5,304 | $14,344-63.0% | $13,129-59.6% | $12,270-56.8% |