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 | $115,918 | $124,281-6.7% | $109,143+6.2% | $167,490-30.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.19% | 26.04%-15.8pp | 25.75%-15.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $28,410 | $4,207+575.2% | $3,722+663.3% | $4,837+487.3% |
| Participant deferral / active EE | $19,500 | $5,255+271.1% | $4,653+319.1% | $6,341+207.5% |
| Admin fee / account holder | $3,381 | $7,970-57.6% | $6,752-49.9% | $12,309-72.5% |