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 | $174,791 | $64,660+170.3% | $81,812+113.7% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.3%-72.3pp | - |
| Annual return | 10.64% | 13.48%-2.8pp | 773.79%-763.2pp | - |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,912-100.0% | - |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,319-100.0% | - |
| Admin fee / account holder | $4,043 | $2,218+82.3% | $7,386-45.3% | - |