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 5-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,134 | $165,984-93.9% | $164,813-93.9% | $145,922-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.90% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,910 | $5,273+12.1% | $4,341+36.1% | $4,660+26.8% |
| Participant deferral / active EE | $2,731 | $6,959-60.8% | $6,031-54.7% | $6,688-59.2% |
| Admin fee / account holder | $867 | $16,648-94.8% | $12,690-93.2% | $13,397-93.5% |