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 | $176,705 | $116,175+52.1% | $93,606+88.8% | $152,861+15.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.58% | 35.96%-12.4pp | 32.76%-9.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,532 | $3,218-52.4% | $2,718-43.6% | $4,762-67.8% |
| Participant deferral / active EE | $3,756 | $4,603-18.4% | $4,069-7.7% | $5,850-35.8% |
| Admin fee / account holder | $2,511 | $10,748-76.6% | $7,888-68.2% | $11,596-78.3% |