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 10-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 | $10,083 | $138,044-92.7% | $125,339-92.0% | $134,475-92.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.63% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $12,030 | $5,243+129.4% | $4,814+149.9% | $4,740+153.8% |
| Participant deferral / active EE | $4,929 | $7,799-36.8% | $7,446-33.8% | $6,400-23.0% |
| Admin fee / account holder | $3,209 | $11,571-72.3% | $10,010-67.9% | $11,426-71.9% |