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 | $90,366 | $100,773-10.3% | $88,946+1.6% | $142,382-36.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.19% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,238 | $2,918-57.6% | $2,555-51.6% | $4,299-71.2% |
| Participant deferral / active EE | $25,115 | $5,230+380.2% | $4,581+448.2% | $6,507+285.9% |
| Admin fee / account holder | $9,682 | $9,693-0.1% | $8,261+17.2% | $12,624-23.3% |