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 | $66,035 | $150,440-56.1% | $136,294-51.5% | $147,584-55.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 16.20% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $3,695 | $5,256-29.7% | $4,695-21.3% | $4,876-24.2% |
| Participant deferral / active EE | $13,709 | $6,630+106.8% | $6,247+119.4% | $5,439+152.1% |
| Admin fee / account holder | $5,981 | $10,905-45.2% | $9,243-35.3% | $10,885-45.1% |