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 9-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 | $80,494 | $183,592-56.2% | $155,567-48.3% | $145,959-44.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 13.09% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,755 | $5,315-29.4% | $4,674-19.7% | $4,661-19.4% |
| Participant deferral / active EE | $7,358 | $6,464+13.8% | $5,628+30.8% | $6,689+10.0% |
| Admin fee / account holder | $3,522 | $19,318-81.8% | $15,916-77.9% | $13,398-73.7% |