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 | $127,376 | $159,602-20.2% | $150,045-15.1% | $142,382-10.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.52% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $20,185 | $4,961+306.9% | $4,693+330.1% | $4,299+369.5% |
| Participant deferral / active EE | $16,210 | $8,310+95.1% | $7,997+102.7% | $6,507+149.1% |
| Admin fee / account holder | $3,569 | $14,846-76.0% | $13,435-73.4% | $12,624-71.7% |