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 | $106,868 | $90,503+18.1% | $78,689+35.8% | $273,961-61.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 54.06% | 75.60%-21.5pp | 62.18%-8.1pp | 41.45%+12.6pp |
| Employer contribution / active EE | $9,265 | $3,176+191.8% | $2,851+225.0% | $4,869+90.3% |
| Participant deferral / active EE | $4,710 | $3,901+20.7% | $3,517+33.9% | $5,287-10.9% |
| Admin fee / account holder | $1,316 | $5,263-75.0% | $4,510-70.8% | $10,132-87.0% |