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 | $232,623 | $107,452+116.5% | $91,541+154.1% | $142,382+63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.89% | 22.06%-13.2pp | 20.50%-11.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $46,500 | $2,994+1453.0% | $2,505+1756.6% | $4,299+981.6% |
| Participant deferral / active EE | $32,875 | $4,754+591.5% | $4,008+720.3% | $6,507+405.2% |
| Admin fee / account holder | $6,144 | $8,834-30.4% | $6,956-11.7% | $12,624-51.3% |