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 | $88,096 | $209,336-57.9% | $197,124-55.3% | $137,256-35.8% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 19.88% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $79,645 | $6,591+1108.5% | $6,227+1178.9% | $4,156+1816.4% |
| Participant deferral / active EE | $195,015 | $9,614+1928.4% | $9,135+2034.9% | $6,407+2943.9% |
| Admin fee / account holder | $3,175 | $17,308-81.7% | $16,298-80.5% | $12,270-74.1% |