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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,120 | $162,781-62.5% | $133,956-54.4% | $158,922-61.5% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | -2.31% | 41.94%-44.3pp | 45.09%-47.4pp | 302.83%-305.1pp |
| Employer contribution / active EE | $42,767 | $4,975+759.6% | $3,919+991.4% | $4,761+798.3% |
| Participant deferral / active EE | $61,743 | $5,911+944.6% | $5,048+1123.2% | $5,982+932.1% |
| Admin fee / account holder | $14,362 | $11,736+22.4% | $8,927+60.9% | $11,246+27.7% |