Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $2,349 | $116,167-98.0% | $64,489-96.4% | $137,256-98.3% |
| Participation rate | 80.0% | 68.2%+11.8pp | 67.7%+12.3pp | 80.0%0pp |
| Annual return | 16.34% | 36.55%-20.2pp | 55.03%-38.7pp | 220.34%-204.0pp |
| Employer contribution / active EE | $9,361 | $2,483+277.1% | $1,523+514.6% | $4,156+125.2% |
| Participant deferral / active EE | $19,471 | $4,215+362.0% | $2,778+600.9% | $6,407+203.9% |
| Admin fee / account holder | $829 | $6,188-86.6% | $4,260-80.5% | $12,270-93.2% |