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 | $125,655 | $173,340-27.5% | $136,007-7.6% | $145,959-13.9% |
| Participation rate | 80.0% | 80.5%-0.5pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.80% | 1163.32%-1147.5pp | 579.32%-563.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,128 | $5,275-78.6% | $4,215-73.2% | $4,661-75.8% |
| Participant deferral / active EE | $10,399 | $8,699+19.5% | $7,024+48.1% | $6,689+55.5% |
| Admin fee / account holder | $31,631 | $9,954+217.8% | $6,858+361.2% | $13,398+136.1% |