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 5-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 | $53,379 | $106,584-49.9% | $101,326-47.3% | $142,382-62.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 78.15% | 36.93%+41.2pp | 36.82%+41.3pp | 217.08%-138.9pp |
| Employer contribution / active EE | $51,814 | $3,956+1209.8% | $3,665+1313.6% | $4,299+1105.2% |
| Participant deferral / active EE | $72,695 | $8,297+776.1% | $7,994+809.4% | $6,507+1017.1% |
| Admin fee / account holder | $4,166 | $11,446-63.6% | $11,185-62.8% | $12,624-67.0% |