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 3-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 | $4,896 | $72,071-93.2% | $68,368-92.8% | $137,256-96.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 20.85% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $6,823 | $2,788+144.7% | $2,649+157.6% | $4,156+64.2% |
| Participant deferral / active EE | $10,976 | $4,410+148.9% | $4,123+166.2% | $6,407+71.3% |
| Admin fee / account holder | $1,551 | $5,336-70.9% | $5,150-69.9% | $12,270-87.4% |