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 | $61,403 | $157,256-61.0% | $141,162-56.5% | $152,861-59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.66% | 64.32%-37.7pp | 71.39%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $46,019 | $5,261+774.7% | $4,735+871.9% | $4,762+866.3% |
| Participant deferral / active EE | $19,900 | $7,109+179.9% | $6,709+196.6% | $5,850+240.2% |
| Admin fee / account holder | $10,393 | $12,120-14.2% | $10,261+1.3% | $11,596-10.4% |