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 | $130,277 | $115,882+12.4% | $100,516+29.6% | $158,922-18.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.10% | 34.79%-30.7pp | 30.89%-26.8pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,659 | $4,103-59.6% | $3,418-51.5% | $4,761-65.2% |
| Participant deferral / active EE | $2,063 | $6,674-69.1% | $6,270-67.1% | $5,982-65.5% |
| Admin fee / account holder | $9,481 | $10,995-13.8% | $8,081+17.3% | $11,246-15.7% |