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 6-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 | $67,360 | $74,888-10.1% | $71,209-5.4% | $142,382-52.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 17.85% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $28,241 | $2,854+889.4% | $2,721+937.9% | $4,299+556.9% |
| Participant deferral / active EE | $50,503 | $4,454+1033.8% | $4,175+1109.6% | $6,507+676.1% |
| Admin fee / account holder | $11,969 | $5,568+115.0% | $5,349+123.8% | $12,624-5.2% |