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 | $16,706 | $114,381-85.4% | $107,525-84.5% | $142,382-88.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 18.41% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $14,117 | $4,015+251.6% | $3,754+276.1% | $4,299+228.4% |
| Participant deferral / active EE | $21,723 | $5,564+290.4% | $5,116+324.6% | $6,507+233.8% |
| Admin fee / account holder | $2,950 | $9,860-70.1% | $8,919-66.9% | $12,624-76.6% |