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 | $147,589 | $97,757+51.0% | $83,848+76.0% | $135,375+9.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.53% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $8,256 | $4,222+95.6% | $3,631+127.4% | $4,779+72.8% |
| Participant deferral / active EE | $9,384 | $4,682+100.4% | $4,082+129.9% | $5,609+67.3% |
| Admin fee / account holder | $3,905 | $6,674-41.5% | $5,478-28.7% | $10,827-63.9% |