Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $97,125-7.0% | $86,233+4.8% | $137,256-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.19% | 74.19%-58.0pp | 61.39%-45.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,238 | $2,841-56.4% | $2,504-50.6% | $4,156-70.2% |
| Participant deferral / active EE | $25,115 | $5,180+384.9% | $4,559+450.9% | $6,407+292.0% |
| Admin fee / account holder | $9,682 | $9,725-0.4% | $8,342+16.1% | $12,270-21.1% |