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 | $104,156 | $127,264-18.2% | $109,895-5.2% | $167,490-37.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.2%-74.2pp | 82.1%-82.1pp |
| Annual return | 40.91% | 22.97%+17.9pp | 29.45%+11.5pp | 478.56%-437.6pp |
| Employer contribution / active EE | $7,910 | $3,322+138.1% | $2,842+178.3% | $4,837+63.5% |
| Participant deferral / active EE | $16,554 | $4,514+266.7% | $4,048+309.0% | $6,341+161.1% |
| Admin fee / account holder | $44,406 | $7,114+524.2% | $6,066+632.1% | $12,309+260.8% |