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 7-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 | $97,270 | $104,974-7.3% | $95,585+1.8% | $142,382-31.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.00% | 210.33%-193.3pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $28,688 | $2,779+932.5% | $2,527+1035.5% | $4,299+567.3% |
| Participant deferral / active EE | $53,398 | $4,352+1127.0% | $4,023+1227.5% | $6,507+720.6% |
| Admin fee / account holder | $26,335 | $6,386+312.4% | $6,127+329.8% | $12,624+108.6% |