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 7-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 | $113,431 | $172,478-34.2% | $145,661-22.1% | $142,382-20.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.01% | 151.09%-133.1pp | 101.46%-83.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $9,521 | $4,899+94.3% | $4,238+124.7% | $4,299+121.5% |
| Participant deferral / active EE | $40,575 | $8,348+386.0% | $7,198+463.7% | $6,507+523.5% |
| Admin fee / account holder | $8,910 | $16,864-47.2% | $12,466-28.5% | $12,624-29.4% |