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 | $34,836 | $150,440-76.8% | $136,294-74.4% | $147,584-76.4% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.59% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,944 | $5,256-44.0% | $4,695-37.3% | $4,876-39.6% |
| Participant deferral / active EE | $9,241 | $6,630+39.4% | $6,247+47.9% | $5,439+69.9% |
| Admin fee / account holder | $2,687 | $10,905-75.4% | $9,243-70.9% | $10,885-75.3% |