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 | $74,888+32.0% | $71,209+38.8% | $142,382-30.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.53% | 345.14%-336.6pp | 282.51%-274.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $12,000 | $2,854+320.4% | $2,721+341.0% | $4,299+179.1% |
| Participant deferral / active EE | $5,000 | $4,454+12.2% | $4,175+19.8% | $6,507-23.2% |
| Admin fee / account holder | $1,001 | $5,568-82.0% | $5,349-81.3% | $12,624-92.1% |