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 | $72,071-6.5% | $68,368-1.5% | $137,256-50.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.85% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $28,241 | $2,788+913.0% | $2,649+966.1% | $4,156+579.5% |
| Participant deferral / active EE | $50,503 | $4,410+1045.2% | $4,123+1125.0% | $6,407+688.3% |
| Admin fee / account holder | $11,969 | $5,336+124.3% | $5,150+132.4% | $12,270-2.5% |