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 4-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 | $19,415 | $96,305-79.8% | $80,569-75.9% | $139,434-86.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.27% | 1350.08%-1332.8pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $18,946 | $3,262+480.8% | $2,723+595.7% | $4,751+298.8% |
| Participant deferral / active EE | $23,810 | $5,232+355.1% | $4,447+435.4% | $6,710+254.8% |
| Admin fee / account holder | $5,330 | $6,599-19.2% | $5,377-0.9% | $11,403-53.3% |