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 | $216,617 | $209,411+3.4% | $178,490+21.4% | $158,922+36.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.00% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $7,091 | $5,706+24.3% | $5,011+41.5% | $4,761+48.9% |
| Participant deferral / active EE | $23,523 | $5,954+295.1% | $5,202+352.2% | $5,982+293.2% |
| Admin fee / account holder | $72,430 | $17,074+324.2% | $13,984+418.0% | $11,246+544.1% |