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 | $9,457 | $138,065-93.2% | $123,544-92.3% | $135,375-93.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.81% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,964 | $5,151-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $5,615 | $6,799-17.4% | $6,426-12.6% | $5,609+0.1% |
| Admin fee / account holder | $681 | $10,916-93.8% | $9,284-92.7% | $10,827-93.7% |