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 | $114,824 | $159,934-28.2% | $147,005-21.9% | $145,959-21.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,563 | $5,287-32.6% | $4,934-27.8% | $4,661-23.6% |
| Participant deferral / active EE | $6,250 | $8,427-25.8% | $8,070-22.6% | $6,689-6.6% |
| Admin fee / account holder | $1,036 | $15,053-93.1% | $13,006-92.0% | $13,398-92.3% |