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 | $98,832 | $72,071+37.1% | $68,368+44.6% | $137,256-28.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.53% | 353.14%-344.6pp | 292.57%-284.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $12,000 | $2,788+330.4% | $2,649+353.0% | $4,156+188.7% |
| Participant deferral / active EE | $5,000 | $4,410+13.4% | $4,123+21.3% | $6,407-22.0% |
| Admin fee / account holder | $1,001 | $5,336-81.2% | $5,150-80.6% | $12,270-91.8% |