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 3-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 | $7,859 | $106,584-92.6% | $101,326-92.2% | $142,382-94.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 28.37% | 36.93%-8.6pp | 36.82%-8.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $18,824 | $3,956+375.8% | $3,665+413.6% | $4,299+337.8% |
| Participant deferral / active EE | $27,344 | $8,297+229.6% | $7,994+242.1% | $6,507+320.2% |
| Admin fee / account holder | $1,944 | $11,446-83.0% | $11,185-82.6% | $12,624-84.6% |