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 | $18,481 | $165,335-88.8% | $149,696-87.7% | $158,922-88.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.24% | 348.15%-338.9pp | 276.60%-267.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $12,187 | $5,103+138.8% | $4,644+162.4% | $4,761+156.0% |
| Participant deferral / active EE | $10,658 | $7,181+48.4% | $6,842+55.8% | $5,982+78.2% |
| Admin fee / account holder | $1,061 | $10,807-90.2% | $9,309-88.6% | $11,246-90.6% |