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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,685 | $148,534-87.4% | $135,903-86.3% | $139,434-86.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.67% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $319 | $5,243-93.9% | $4,856-93.4% | $4,751-93.3% |
| Participant deferral / active EE | $2,439 | $8,100-69.9% | $7,758-68.6% | $6,710-63.7% |
| Admin fee / account holder | $1,056 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |