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 | $20,114 | $149,333-86.5% | $106,387-81.1% | $135,375-85.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 79.45% | 0.52%+78.9pp | 0.25%+79.2pp | 519.73%-440.3pp |
| Employer contribution / active EE | $48,131 | $4,984+865.7% | $3,520+1267.5% | $4,779+907.2% |
| Participant deferral / active EE | $25,869 | $7,230+257.8% | $5,421+377.2% | $5,609+361.2% |
| Admin fee / account holder | $318 | $15,952-98.0% | $7,510-95.8% | $10,827-97.1% |