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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,803 | $238,490-88.8% | $180,183-85.1% | $142,382-81.2% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.4%-77.4pp | 80.1%-80.1pp |
| Annual return | 2.96% | 33.56%-30.6pp | 27.86%-24.9pp | 217.08%-214.1pp |
| Employer contribution / active EE | $10,334 | $6,143+68.2% | $5,039+105.1% | $4,299+140.4% |
| Participant deferral / active EE | $15,688 | $7,996+96.2% | $6,822+129.9% | $6,507+141.1% |
| Admin fee / account holder | $207,099 | $28,866+617.4% | $19,975+936.8% | $12,624+1540.6% |