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 | $91,232 | $102,604-11.1% | $86,188+5.9% | $139,434-34.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $45,756 | $3,032+1408.9% | $2,380+1822.4% | $4,751+863.1% |
| Participant deferral / active EE | $20,248 | $4,676+333.0% | $3,985+408.1% | $6,710+201.7% |
| Admin fee / account holder | $2,290 | $8,657-73.6% | $6,852-66.6% | $11,403-79.9% |