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 9-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 | $103,444 | $94,752+9.2% | $112,887-8.4% | $139,434-25.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.07% | 40.88%-23.8pp | 34.10%-17.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,659 | $4,625+0.7% | $4,563+2.1% | $4,751-1.9% |
| Participant deferral / active EE | $7,162 | $6,512+10.0% | $6,513+10.0% | $6,710+6.7% |
| Admin fee / account holder | $9,915 | $8,527+16.3% | $7,047+40.7% | $11,403-13.0% |