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 6-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 | $6,378 | $76,738-91.7% | $56,411-88.7% | $145,922-95.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 14.03% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,134 | $1,380+54.6% | $1,039+105.4% | $4,660-54.2% |
| Participant deferral / active EE | $6,856 | $2,623+161.4% | $1,952+251.3% | $6,688+2.5% |
| Admin fee / account holder | $301 | $3,334-91.0% | $2,829-89.4% | $13,397-97.8% |