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 | $32,185 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.28% | 79.19%-54.9pp | 68.23%-44.0pp | 372.94%-348.7pp |
| Employer contribution / active EE | $128,175 | $5,243+2344.7% | $4,856+2539.4% | $4,751+2598.0% |
| Participant deferral / active EE | $200,000 | $8,100+2369.1% | $7,758+2478.0% | $6,710+2880.5% |
| Admin fee / account holder | $6,078 | $12,400-51.0% | $10,762-43.5% | $11,403-46.7% |