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 | $43,136 | $110,257-60.9% | $96,544-55.3% | $139,434-69.1% |
| Participation rate | 0.0% | 78.1%-78.1pp | 76.0%-76.0pp | 80.3%-80.3pp |
| Annual return | 15.49% | 26.32%-10.8pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $10,404 | $3,620+187.4% | $2,965+250.9% | $4,751+119.0% |
| Participant deferral / active EE | $27,066 | $5,548+387.9% | $4,851+458.0% | $6,710+303.3% |
| Admin fee / account holder | $487 | $11,591-95.8% | $8,252-94.1% | $11,403-95.7% |