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.
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 | $23,532 | $159,602-85.3% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.59% | 70.24%-39.6pp | 62.55%-32.0pp | 217.08%-186.5pp |
| Employer contribution / active EE | $22,289 | $4,961+349.3% | $4,693+374.9% | $4,299+418.5% |
| Participant deferral / active EE | $51,570 | $8,310+520.6% | $7,997+544.9% | $6,507+692.5% |
| Admin fee / account holder | $399 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |