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 | $56,048 | $102,616-45.4% | $81,983-31.6% | $158,922-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.16% | 61.04%-50.9pp | 41.31%-31.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,463 | $3,240+37.8% | $2,498+78.7% | $4,761-6.3% |
| Participant deferral / active EE | $12,714 | $4,648+173.5% | $3,722+241.6% | $5,982+112.5% |
| Admin fee / account holder | $8,490 | $8,235+3.1% | $5,664+49.9% | $11,246-24.5% |