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 | $25,032 | $149,040-83.2% | $120,225-79.2% | $137,256-81.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.75% | 605.68%-589.9pp | 439.23%-423.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,805 | $4,350-35.5% | $3,475-19.3% | $4,156-32.5% |
| Participant deferral / active EE | $7,779 | $4,655+67.1% | $3,999+94.5% | $6,407+21.4% |
| Admin fee / account holder | $2,241 | $6,348-64.7% | $5,696-60.7% | $12,270-81.7% |