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 | $101,496 | $172,111-41.0% | $150,298-32.5% | $137,256-26.1% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 37.70% | 69.37%-31.7pp | 62.79%-25.1pp | 220.34%-182.6pp |
| Employer contribution / active EE | $35,862 | $4,636+673.5% | $4,154+763.3% | $4,156+762.9% |
| Participant deferral / active EE | $81,191 | $6,166+1216.8% | $5,453+1389.0% | $6,407+1167.3% |
| Admin fee / account holder | $1,597 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |