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 | $112,875 | $133,958-15.7% | $112,228+0.6% | $134,475-16.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.91% | 47.11%-62.0pp | 27.45%-42.4pp | 417.96%-432.9pp |
| Employer contribution / active EE | $31,968 | $4,038+691.7% | $3,635+779.5% | $4,740+574.5% |
| Participant deferral / active EE | $20,250 | $5,291+282.8% | $4,728+328.3% | $6,400+216.4% |
| Admin fee / account holder | $13,258 | $7,489+77.0% | $6,410+106.8% | $11,426+16.0% |