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 | $67,869 | $70,756-4.1% | $65,493+3.6% | $142,382-52.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.88% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $29,816 | $2,881+935.0% | $2,574+1058.2% | $4,299+593.5% |
| Participant deferral / active EE | $67,721 | $4,637+1360.3% | $3,961+1609.7% | $6,507+940.7% |
| Admin fee / account holder | $3,688 | $6,559-43.8% | $5,028-26.7% | $12,624-70.8% |