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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,001 | $88,751-96.6% | $81,812-96.3% | $145,922-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -4.22% | 1025.40%-1029.6pp | 773.79%-778.0pp | 561.29%-565.5pp |
| Employer contribution / active EE | $550 | $3,083-82.2% | $2,912-81.1% | $4,660-88.2% |
| Participant deferral / active EE | $825 | $4,643-82.2% | $4,319-80.9% | $6,688-87.7% |
| Admin fee / account holder | $459 | $8,415-94.5% | $7,386-93.8% | $13,397-96.6% |