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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,244 | $86,699-61.7% | $73,307-54.7% | $125,391-73.5% |
| Participation rate | 0.0% | 78.6%-78.6pp | 74.9%-74.9pp | 83.2%-83.2pp |
| Annual return | 0.17% | 2.78%-2.6pp | 5.67%-5.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $33,074 | $4,152+696.6% | $3,237+921.7% | $4,866+579.7% |
| Participant deferral / active EE | $64,785 | $5,550+1067.3% | $4,991+1198.0% | $5,352+1110.6% |
| Admin fee / account holder | $6,178 | $7,771-20.5% | $5,637+9.6% | $9,540-35.2% |