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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,362 | $110,257+5.5% | $96,544+20.5% | $139,434-16.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.71% | 26.32%-20.6pp | 25.84%-20.1pp | 372.94%-367.2pp |
| Employer contribution / active EE | $27,643 | $3,620+663.7% | $2,965+832.3% | $4,751+481.9% |
| Participant deferral / active EE | $28,527 | $5,548+414.2% | $4,851+488.1% | $6,710+325.1% |
| Admin fee / account holder | $727 | $11,591-93.7% | $8,252-91.2% | $11,403-93.6% |