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 | $58,984 | $95,561-38.3% | $77,163-23.6% | $139,434-57.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.88% | 54.92%-46.0pp | 37.87%-29.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $3,918 | $3,147+24.5% | $2,535+54.6% | $4,751-17.5% |
| Participant deferral / active EE | $41,877 | $4,624+805.7% | $3,833+992.5% | $6,710+524.1% |
| Admin fee / account holder | $2,443 | $8,295-70.6% | $5,472-55.4% | $11,403-78.6% |