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 | $29,940 | $159,901-81.3% | $146,958-79.6% | $145,922-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 67.41% | 98.13%-30.7pp | 418.34%-350.9pp | 561.29%-493.9pp |
| Employer contribution / active EE | $102,700 | $5,286+1842.8% | $4,933+1981.9% | $4,660+2104.0% |
| Participant deferral / active EE | $253,682 | $8,428+2909.9% | $8,070+3043.6% | $6,688+3693.3% |
| Admin fee / account holder | $22,367 | $15,044+48.7% | $12,998+72.1% | $13,397+67.0% |