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 8-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 | $26,466 | $158,398-83.3% | $126,539-79.1% | $142,382-81.4% |
| Participation rate | 45.5% | 75.8%-30.4pp | 69.8%-24.4pp | 80.1%-34.7pp |
| Annual return | 18.04% | 593.76%-575.7pp | 425.95%-407.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $13,320 | $4,650+186.5% | $3,674+262.5% | $4,299+209.8% |
| Participant deferral / active EE | $7,978 | $4,767+67.4% | $4,083+95.4% | $6,507+22.6% |
| Admin fee / account holder | $639 | $6,918-90.8% | $6,065-89.5% | $12,624-94.9% |