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 9-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.)
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 | $4,719 | $106,584-95.6% | $101,326-95.3% | $142,382-96.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 33.23% | 36.93%-3.7pp | 36.82%-3.6pp | 217.08%-183.8pp |
| Employer contribution / active EE | $858 | $3,956-78.3% | $3,665-76.6% | $4,299-80.0% |
| Participant deferral / active EE | $3,953 | $8,297-52.4% | $7,994-50.6% | $6,507-39.3% |
| Admin fee / account holder | $540 | $11,446-95.3% | $11,185-95.2% | $12,624-95.7% |