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 | $72,749 | $148,534-51.0% | $135,903-46.5% | $139,434-47.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.16% | 79.19%-74.0pp | 68.23%-63.1pp | 372.94%-367.8pp |
| Employer contribution / active EE | $29,918 | $5,243+470.6% | $4,856+516.1% | $4,751+529.7% |
| Participant deferral / active EE | $23,563 | $8,100+190.9% | $7,758+203.7% | $6,710+251.2% |
| Admin fee / account holder | $40,604 | $12,400+227.5% | $10,762+277.3% | $11,403+256.1% |