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.
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 | $94,711 | $202,432-53.2% | $169,368-44.1% | $139,434-32.1% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 24.43% | 531.74%-507.3pp | 405.60%-381.2pp | 372.94%-348.5pp |
| Employer contribution / active EE | $4,503 | $4,692-4.0% | $4,013+12.2% | $4,751-5.2% |
| Participant deferral / active EE | $6,949 | $6,938+0.2% | $6,221+11.7% | $6,710+3.6% |
| Admin fee / account holder | $11,574 | $10,708+8.1% | $9,003+28.6% | $11,403+1.5% |