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 7-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 | $72,244 | $201,272-64.1% | $184,203-60.8% | $145,922-50.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 43.53% | 29.00%+14.5pp | 28.81%+14.7pp | 561.29%-517.8pp |
| Employer contribution / active EE | $6,115 | $7,022-12.9% | $6,427-4.9% | $4,660+31.2% |
| Participant deferral / active EE | $47,524 | $9,806+384.6% | $9,131+420.4% | $6,688+610.6% |
| Admin fee / account holder | $7,719 | $16,364-52.8% | $13,901-44.5% | $13,397-42.4% |