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.)
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 | $2,875 | $172,111-98.3% | $150,298-98.1% | $137,256-97.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 10.13% | 69.37%-59.2pp | 62.79%-52.7pp | 220.34%-210.2pp |
| Employer contribution / active EE | $7,924 | $4,636+70.9% | $4,154+90.8% | $4,156+90.7% |
| Participant deferral / active EE | $21,378 | $6,166+246.7% | $5,453+292.1% | $6,407+233.7% |
| Admin fee / account holder | $3,491 | $16,471-78.8% | $14,116-75.3% | $12,270-71.5% |