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 9-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 | $62,783 | $110,809-43.3% | $86,874-27.7% | $167,490-62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.55% | 116.98%-100.4pp | 63.52%-47.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $17,338 | $3,244+434.5% | $2,495+594.8% | $4,837+258.4% |
| Participant deferral / active EE | $30,225 | $4,546+564.9% | $3,699+717.1% | $6,341+376.6% |
| Admin fee / account holder | $589 | $8,415-93.0% | $5,828-89.9% | $12,309-95.2% |