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.
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 | $84,500 | $84,149+0.4% | $76,080+11.1% | $167,490-49.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 10.82% | 54.99%-44.2pp | 42.50%-31.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,499 | $5,796-56.9% | $4,905-49.1% | $6,341-60.6% |
| Admin fee / account holder | $1,652 | $6,410-74.2% | $4,883-66.2% | $12,309-86.6% |