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 6-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 | $54,198 | $214,378-74.7% | $200,582-73.0% | $142,382-61.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.32% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $15,457 | $6,841+125.9% | $6,419+140.8% | $4,299+259.5% |
| Participant deferral / active EE | $32,797 | $9,865+232.5% | $9,331+251.5% | $6,507+404.0% |
| Admin fee / account holder | $4,251 | $17,692-76.0% | $16,305-73.9% | $12,624-66.3% |