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 10-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 | $9,996 | $108,642-90.8% | $74,701-86.6% | $152,861-93.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 116.74% | 114.06%+2.7pp | 752.92%-636.2pp | 345.32%-228.6pp |
| Employer contribution / active EE | $58,244 | $1,503+3775.4% | $1,084+5275.0% | $4,762+1123.0% |
| Participant deferral / active EE | $66,158 | $2,712+2339.2% | $1,964+3269.3% | $5,850+1030.9% |
| Admin fee / account holder | $1,742 | $4,902-64.5% | $3,333-47.7% | $11,596-85.0% |