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 3-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 | $23,542 | $108,919-78.4% | $100,391-76.5% | $145,922-83.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 24.81% | 57.88%-33.1pp | 49.20%-24.4pp | 561.29%-536.5pp |
| Employer contribution / active EE | $185,466 | $4,419+4096.7% | $3,942+4605.3% | $4,660+3880.3% |
| Participant deferral / active EE | $241,607 | $8,445+2761.0% | $8,082+2889.6% | $6,688+3512.7% |
| Admin fee / account holder | $2,386 | $9,689-75.4% | $7,899-69.8% | $13,397-82.2% |