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 9-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 | $20,755 | $176,056-88.2% | $159,436-87.0% | $167,490-87.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 16.25% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,273 | $5,297-19.3% | $4,829-11.5% | $4,837-11.7% |
| Participant deferral / active EE | $5,434 | $7,750-29.9% | $7,352-26.1% | $6,341-14.3% |
| Admin fee / account holder | $917 | $12,554-92.7% | $10,799-91.5% | $12,309-92.6% |