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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,957 | $97,757+68.7% | $83,848+96.7% | $135,375+21.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.12% | 1287.37%-1301.5pp | 850.88%-865.0pp | 519.73%-533.9pp |
| Employer contribution / active EE | $24,500 | $4,222+480.4% | $3,631+574.8% | $4,779+412.7% |
| Participant deferral / active EE | $24,500 | $4,682+423.3% | $4,082+500.3% | $5,609+336.8% |
| Admin fee / account holder | $30,118 | $6,674+351.3% | $5,478+449.8% | $10,827+178.2% |