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 | $87,763 | $111,724-21.4% | $93,606-6.2% | $145,922-39.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 23.36% | 202.98%-179.6pp | 133.20%-109.8pp | 561.29%-537.9pp |
| Employer contribution / active EE | $37,798 | $3,090+1123.4% | $2,420+1462.0% | $4,660+711.2% |
| Participant deferral / active EE | $144,087 | $4,912+2833.5% | $4,411+3166.3% | $6,688+2054.5% |
| Admin fee / account holder | $1,597 | $10,250-84.4% | $8,285-80.7% | $13,397-88.1% |