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 | $86,913 | $95,862-9.3% | $79,550+9.3% | $134,475-35.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.21% | -2.69%-10.5pp | 0.16%-13.4pp | 417.96%-431.2pp |
| Employer contribution / active EE | $12,736 | $3,128+307.1% | $2,413+427.8% | $4,740+168.7% |
| Participant deferral / active EE | $30,209 | $4,693+543.7% | $3,985+658.0% | $6,400+372.0% |
| Admin fee / account holder | $54,410 | $9,126+496.2% | $6,832+696.4% | $11,426+376.2% |