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 | $10,710 | $135,952-92.1% | $123,892-91.4% | $273,961-96.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 9.89% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,682 | $5,170-67.5% | $4,617-63.6% | $4,869-65.5% |
| Participant deferral / active EE | $5,207 | $6,343-17.9% | $5,984-13.0% | $5,287-1.5% |
| Admin fee / account holder | $395 | $9,817-96.0% | $8,357-95.3% | $10,132-96.1% |