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 3-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 | $2,349 | $118,427-98.0% | $66,042-96.4% | $142,382-98.4% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 16.34% | 35.57%-19.2pp | 52.11%-35.8pp | 217.08%-200.7pp |
| Employer contribution / active EE | $9,361 | $2,570+264.3% | $1,579+492.8% | $4,299+117.7% |
| Participant deferral / active EE | $19,471 | $4,311+351.7% | $2,835+586.7% | $6,507+199.2% |
| Admin fee / account holder | $829 | $9,593-91.4% | $5,747-85.6% | $12,624-93.4% |