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.
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 | $41,388 | $74,888-44.7% | $71,209-41.9% | $142,382-70.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 13.63% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,848 | $5,568-48.8% | $5,349-46.7% | $12,624-77.4% |