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 | $40,152 | $162,781-75.3% | $133,956-70.0% | $158,922-74.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.26% | 41.94%-29.7pp | 45.09%-32.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,276 | $4,975-54.3% | $3,919-41.9% | $4,761-52.2% |
| Participant deferral / active EE | $4,551 | $5,911-23.0% | $5,048-9.8% | $5,982-23.9% |
| Admin fee / account holder | $329 | $11,736-97.2% | $8,927-96.3% | $11,246-97.1% |