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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,938 | $77,730-15.2% | $70,164-6.0% | $139,434-52.7% |
| Participation rate | 40.0% | 83.2%-43.2pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 10.52% | 18.98%-8.5pp | 18.87%-8.3pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $5,395-100.0% | $6,710-100.0% |
| Admin fee / account holder | $472 | $5,368-91.2% | $4,561-89.7% | $11,403-95.9% |