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.)
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 | $47,998 | $99,020-51.5% | $86,590-44.6% | $147,584-67.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.69% | 1312.34%-1302.6pp | 964.84%-955.1pp | 578.55%-568.9pp |
| Employer contribution / active EE | $7,153 | $3,132+128.4% | $2,839+151.9% | $4,876+46.7% |
| Participant deferral / active EE | $3,584 | $3,972-9.8% | $3,609-0.7% | $5,439-34.1% |
| Admin fee / account holder | $913 | $5,710-84.0% | $4,906-81.4% | $10,885-91.6% |