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 | $192,319 | $104,974+83.2% | $95,585+101.2% | $142,382+35.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 13.35% | 210.33%-197.0pp | 38.56%-25.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,213 | $2,779+231.6% | $2,527+264.7% | $4,299+114.3% |
| Participant deferral / active EE | $11,868 | $4,352+172.7% | $4,023+195.0% | $6,507+82.4% |
| Admin fee / account holder | $2,714 | $6,386-57.5% | $6,127-55.7% | $12,624-78.5% |