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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,102 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 30.05% | 166.71%-136.7pp | 134.42%-104.4pp | 372.94%-342.9pp |
| Employer contribution / active EE | $139 | $5,474-97.5% | $4,818-97.1% | $4,751-97.1% |
| Participant deferral / active EE | $64,216 | $6,519+885.1% | $5,680+1030.6% | $6,710+857.0% |
| Admin fee / account holder | $4,528 | $16,150-72.0% | $13,210-65.7% | $11,403-60.3% |