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 | $28,454 | $112,881-74.8% | $90,951-68.7% | $158,922-82.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.15% | 215.79%-203.6pp | 134.60%-122.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $5,662 | $2,893+95.7% | $2,122+166.8% | $4,761+18.9% |
| Participant deferral / active EE | $14,182 | $4,128+243.6% | $3,373+320.5% | $5,982+137.1% |
| Admin fee / account holder | $5,523 | $8,041-31.3% | $5,959-7.3% | $11,246-50.9% |