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 | $54,035 | $117,983-54.2% | $101,794-46.9% | $142,382-62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.83% | 36.92%-28.1pp | 30.53%-21.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $878 | $2,773-68.3% | $2,289-61.6% | $4,299-79.6% |
| Participant deferral / active EE | $4,600 | $4,714-2.4% | $4,084+12.6% | $6,507-29.3% |
| Admin fee / account holder | $589 | $10,433-94.4% | $8,777-93.3% | $12,624-95.3% |