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 | $50,786 | $133,922-62.1% | $116,228-56.3% | $142,382-64.3% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 18.31% | 147.76%-129.5pp | 90.06%-71.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $45,401 | $3,446+1217.7% | $2,994+1416.2% | $4,299+956.1% |
| Participant deferral / active EE | $75,056 | $5,672+1223.2% | $4,953+1415.3% | $6,507+1053.4% |
| Admin fee / account holder | $2,445 | $14,945-83.6% | $11,989-79.6% | $12,624-80.6% |