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 8-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 | $30,194 | $103,376-70.8% | $87,100-65.3% | $152,861-80.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 32.25% | 28.10%+4.2pp | 28.19%+4.1pp | 345.32%-313.1pp |
| Employer contribution / active EE | $10,083 | $3,220+213.1% | $2,521+299.9% | $4,762+111.7% |
| Participant deferral / active EE | $82,119 | $4,778+1618.7% | $4,049+1928.3% | $5,850+1303.7% |
| Admin fee / account holder | $2,258 | $12,205-81.5% | $7,497-69.9% | $11,596-80.5% |