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.
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 | $50,756 | $96,635-47.5% | $86,612-41.4% | $139,434-63.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.35% | 106.41%-88.1pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $4,500 | $3,263+37.9% | $3,022+48.9% | $4,751-5.3% |
| Participant deferral / active EE | $4,500 | $4,836-6.9% | $4,438+1.4% | $6,710-32.9% |
| Admin fee / account holder | $193 | $6,408-97.0% | $5,614-96.6% | $11,403-98.3% |