Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $97,270 | $101,618-4.3% | $93,063+4.5% | $137,256-29.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.00% | 223.95%-206.9pp | 34.15%-17.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $28,688 | $2,707+959.7% | $2,476+1058.6% | $4,156+590.3% |
| Participant deferral / active EE | $53,398 | $4,279+1147.9% | $3,958+1249.1% | $6,407+733.5% |
| Admin fee / account holder | $26,335 | $6,198+324.9% | $6,033+336.5% | $12,270+114.6% |