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 | $85,010 | $117,983-27.9% | $101,794-16.5% | $142,382-40.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.37% | 36.92%-25.5pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,288 | $2,773-17.5% | $2,289-0.1% | $4,299-46.8% |
| Participant deferral / active EE | $11,702 | $4,714+148.3% | $4,084+186.5% | $6,507+79.8% |
| Admin fee / account holder | $12,539 | $10,433+20.2% | $8,777+42.9% | $12,624-0.7% |