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 9-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 | $12,394 | $95,266-87.0% | $82,389-85.0% | $142,382-91.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.5%-69.5pp | 80.1%-80.1pp |
| Annual return | 75.63% | 25.74%+49.9pp | 28.67%+47.0pp | 217.08%-141.4pp |
| Employer contribution / active EE | -$324 | $2,991-110.8% | $2,517-112.9% | $4,299-107.5% |
| Participant deferral / active EE | $60,777 | $4,809+1163.8% | $4,155+1362.9% | $6,507+834.0% |
| Admin fee / account holder | $1,176 | $8,563-86.3% | $7,231-83.7% | $12,624-90.7% |