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 9-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 | $18,111 | $138,044-86.9% | $125,339-85.6% | $134,475-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.71% | 750.33%-763.0pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,887 | $5,243-44.9% | $4,814-40.0% | $4,740-39.1% |
| Participant deferral / active EE | $8,404 | $7,799+7.8% | $7,446+12.9% | $6,400+31.3% |
| Admin fee / account holder | $368 | $11,571-96.8% | $10,010-96.3% | $11,426-96.8% |