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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $173,211 | $468,795-63.1% | $183,086-5.4% | $468,795-63.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 85.5%+14.5pp |
| Annual return | 9.25% | 39.95%-30.7pp | 7.47%+1.8pp | 39.95%-30.7pp |
| Employer contribution / active EE | $6,788 | $28,085-75.8% | $43,769-84.5% | $28,085-75.8% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $4,743-100.0% | $10,110-100.0% |
| Admin fee / account holder | $9,429 | $8,110+16.3% | $9,720-3.0% | $8,110+16.3% |