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 | $78,647 | $209,411-62.4% | $178,490-55.9% | $158,922-50.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.65% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $23,884 | $5,706+318.5% | $5,011+376.7% | $4,761+401.6% |
| Participant deferral / active EE | $20,173 | $5,954+238.8% | $5,202+287.8% | $5,982+237.2% |
| Admin fee / account holder | $6,681 | $17,074-60.9% | $13,984-52.2% | $11,246-40.6% |