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 | $94,899 | $114,381-17.0% | $107,525-11.7% | $142,382-33.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.97% | 242.71%-238.7pp | 181.32%-177.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,790 | $4,015-55.4% | $3,754-52.3% | $4,299-58.4% |
| Participant deferral / active EE | $4,102 | $5,564-26.3% | $5,116-19.8% | $6,507-37.0% |
| Admin fee / account holder | $33,477 | $9,860+239.5% | $8,919+275.4% | $12,624+165.2% |