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 | $60,452 | $209,411-71.1% | $178,490-66.1% | $158,922-62.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.13% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,699 | $5,706-35.2% | $5,011-26.2% | $4,761-22.3% |
| Participant deferral / active EE | $2,806 | $5,954-52.9% | $5,202-46.1% | $5,982-53.1% |
| Admin fee / account holder | $8,759 | $17,074-48.7% | $13,984-37.4% | $11,246-22.1% |