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 5-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 | $51,284 | $159,602-67.9% | $150,045-65.8% | $142,382-64.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 77.23% | 70.24%+7.0pp | 62.55%+14.7pp | 217.08%-139.8pp |
| Employer contribution / active EE | $54,107 | $4,961+990.7% | $4,693+1052.9% | $4,299+1158.6% |
| Participant deferral / active EE | $117,496 | $8,310+1313.9% | $7,997+1369.2% | $6,507+1705.6% |
| Admin fee / account holder | $12,799 | $14,846-13.8% | $13,435-4.7% | $12,624+1.4% |