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 4-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 | $3,032 | $118,427-97.4% | $66,042-95.4% | $142,382-97.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.91% | 35.57%-19.7pp | 52.11%-36.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $14,348 | $2,570+458.4% | $1,579+808.5% | $4,299+233.7% |
| Participant deferral / active EE | $31,818 | $4,311+638.0% | $2,835+1022.2% | $6,507+389.0% |
| Admin fee / account holder | $1,360 | $9,593-85.8% | $5,747-76.3% | $12,624-89.2% |