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 | $41,695 | $167,307-75.1% | $143,757-71.0% | $134,475-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $49,381 | $5,619+778.8% | $4,951+897.4% | $4,740+941.9% |
| Participant deferral / active EE | $42,475 | $6,446+559.0% | $5,637+653.5% | $6,400+563.7% |
| Admin fee / account holder | $644 | $18,088-96.4% | $14,673-95.6% | $11,426-94.4% |