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.
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 | $2,771 | $102,604-97.3% | $86,188-96.8% | $139,434-98.0% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 10.91% | 1922.51%-1911.6pp | 1168.45%-1157.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,360 | $3,032-22.2% | $2,380-0.9% | $4,751-50.3% |
| Participant deferral / active EE | $110 | $4,676-97.6% | $3,985-97.2% | $6,710-98.4% |
| Admin fee / account holder | $431 | $8,657-95.0% | $6,852-93.7% | $11,403-96.2% |