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 7-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 | $224,755 | $159,602+40.8% | $150,045+49.8% | $142,382+57.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.78% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $20,984 | $4,961+323.0% | $4,693+347.1% | $4,299+388.1% |
| Participant deferral / active EE | $25,385 | $8,310+205.5% | $7,997+217.4% | $6,507+290.1% |
| Admin fee / account holder | $1,196 | $14,846-91.9% | $13,435-91.1% | $12,624-90.5% |