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 | $96,678 | $117,983-18.1% | $101,794-5.0% | $142,382-32.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.42% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $34,749 | $2,773+1153.2% | $2,289+1418.2% | $4,299+708.3% |
| Participant deferral / active EE | $150,890 | $4,714+3101.1% | $4,084+3594.6% | $6,507+2218.8% |
| Admin fee / account holder | $115,431 | $10,433+1006.4% | $8,777+1215.1% | $12,624+814.4% |