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.
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 | $179,375 | $189,613-5.4% | $167,512+7.1% | $142,382+26.0% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 17.03% | 2024.68%-2007.7pp | 1615.79%-1598.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $149,144 | $4,349+3329.4% | $3,882+3742.4% | $4,299+3369.2% |
| Participant deferral / active EE | $250,598 | $6,981+3489.6% | $6,405+3812.8% | $6,507+3751.1% |
| Admin fee / account holder | $10,302 | $10,528-2.1% | $9,769+5.5% | $12,624-18.4% |