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.
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 | $49,266 | $177,572-72.3% | $154,803-68.2% | $142,382-65.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 12.13% | 65.07%-52.9pp | 58.88%-46.8pp | 217.08%-204.9pp |
| Employer contribution / active EE | $5,642 | $4,810+17.3% | $4,305+31.1% | $4,299+31.2% |
| Participant deferral / active EE | $26,588 | $6,272+323.9% | $5,540+379.9% | $6,507+308.6% |
| Admin fee / account holder | $74,919 | $16,786+346.3% | $14,329+422.8% | $12,624+493.5% |