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 | $63,191 | $102,616-38.4% | $81,983-22.9% | $158,922-60.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.54% | 61.04%-52.5pp | 41.31%-32.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $26,450 | $3,240+716.3% | $2,498+958.8% | $4,761+455.5% |
| Participant deferral / active EE | $47,012 | $4,648+911.4% | $3,722+1163.1% | $5,982+685.9% |
| Admin fee / account holder | $5,356 | $8,235-35.0% | $5,664-5.4% | $11,246-52.4% |