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 | $61,196 | $126,574-51.7% | $106,213-42.4% | $145,922-58.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 0.21% | 224.79%-224.6pp | 116.14%-115.9pp | 561.29%-561.1pp |
| Employer contribution / active EE | $12,403 | $3,730+232.5% | $3,171+291.1% | $4,660+166.2% |
| Participant deferral / active EE | $16,609 | $5,724+190.2% | $5,016+231.1% | $6,688+148.3% |
| Admin fee / account holder | $17,662 | $17,304+2.1% | $11,033+60.1% | $13,397+31.8% |