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.)
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 | $89,322 | $209,336-57.3% | $197,124-54.7% | $137,256-34.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.79% | 48.09%-33.3pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $10,646 | $6,591+61.5% | $6,227+71.0% | $4,156+156.2% |
| Participant deferral / active EE | $21,373 | $9,614+122.3% | $9,135+134.0% | $6,407+233.6% |
| Admin fee / account holder | $11,063 | $17,308-36.1% | $16,298-32.1% | $12,270-9.8% |