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 5-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 | $20,305 | $183,519-88.9% | $155,509-86.9% | $145,922-86.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 16.95% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $11,255 | $5,313+111.8% | $4,672+140.9% | $4,660+141.5% |
| Participant deferral / active EE | $43,867 | $6,462+578.8% | $5,626+679.7% | $6,688+555.9% |
| Admin fee / account holder | $2,291 | $19,313-88.1% | $15,912-85.6% | $13,397-82.9% |