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 | $74,888-93.5% | $71,209-93.1% | $142,382-96.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 20.85% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,823 | $2,854+139.0% | $2,721+150.8% | $4,299+58.7% |
| Participant deferral / active EE | $10,976 | $4,454+146.4% | $4,175+162.9% | $6,507+68.7% |
| Admin fee / account holder | $1,551 | $5,568-72.1% | $5,349-71.0% | $12,624-87.7% |