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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,062 | $111,754+54.0% | $103,333+66.5% | $145,922+17.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.72% | 24.77%-20.0pp | 24.88%-20.2pp | 561.29%-556.6pp |
| Employer contribution / active EE | $6,181 | $4,212+46.7% | $3,868+59.8% | $4,660+32.7% |
| Participant deferral / active EE | $22,050 | $5,619+292.5% | $5,057+336.0% | $6,688+229.7% |
| Admin fee / account holder | $27,626 | $9,750+183.3% | $8,355+230.7% | $13,397+106.2% |