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 9-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 | $87,082 | $148,534-41.4% | $135,903-35.9% | $139,434-37.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.12% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $9,023 | $5,243+72.1% | $4,856+85.8% | $4,751+89.9% |
| Participant deferral / active EE | $22,462 | $8,100+177.3% | $7,758+189.5% | $6,710+234.7% |
| Admin fee / account holder | $13,489 | $12,400+8.8% | $10,762+25.3% | $11,403+18.3% |