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.)
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 | $71,904 | $201,272-64.3% | $184,203-61.0% | $145,922-50.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.49% | 29.00%-21.5pp | 28.81%-21.3pp | 561.29%-553.8pp |
| Employer contribution / active EE | $123,616 | $7,022+1660.5% | $6,427+1823.4% | $4,660+2552.9% |
| Participant deferral / active EE | $69,194 | $9,806+605.6% | $9,131+657.8% | $6,688+934.6% |
| Admin fee / account holder | $563 | $16,364-96.6% | $13,901-96.0% | $13,397-95.8% |