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 8-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 | $143,485 | $109,982+30.5% | $97,226+47.6% | $145,922-1.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.47% | 242.90%-231.4pp | 75.13%-63.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,588 | $3,084-16.1% | $2,729-5.2% | $4,660-44.5% |
| Participant deferral / active EE | $12,596 | $4,676+169.4% | $4,264+195.4% | $6,688+88.3% |
| Admin fee / account holder | $1,483 | $6,221-76.2% | $5,654-73.8% | $13,397-88.9% |