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 | $95,133 | $107,934-11.9% | $91,989+3.4% | $152,861-37.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.87% | 89.24%-65.4pp | 69.02%-45.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,799 | $4,210-33.5% | $3,452-18.9% | $4,762-41.2% |
| Participant deferral / active EE | $3,902 | $6,364-38.7% | $5,923-34.1% | $5,850-33.3% |
| Admin fee / account holder | $1,755 | $10,520-83.3% | $7,743-77.3% | $11,596-84.9% |