Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $112,729-24.6% | $98,716-13.9% | $137,256-38.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.37% | 38.48%-27.1pp | 31.81%-20.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,288 | $2,725-16.1% | $2,279+0.4% | $4,156-45.0% |
| Participant deferral / active EE | $11,702 | $4,640+152.2% | $4,048+189.1% | $6,407+82.6% |
| Admin fee / account holder | $12,539 | $10,129+23.8% | $8,703+44.1% | $12,270+2.2% |