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.
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 | $6,052 | $90,348-93.3% | $75,972-92.0% | $145,922-95.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.19% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $8,041 | $3,311+142.8% | $2,685+199.5% | $4,660+72.6% |
| Participant deferral / active EE | $21,977 | $5,162+325.8% | $4,255+416.4% | $6,688+228.6% |
| Admin fee / account holder | $2,401 | $8,467-71.6% | $6,467-62.9% | $13,397-82.1% |