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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,640 | $81,460-68.5% | $103,333-75.2% | $80,856-68.3% |
| Participation rate | 68.5% | 66.8%+1.7pp | 74.5%-6.0pp | 67.6%+0.9pp |
| Annual return | 13.30% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,137 | $3,105+1.0% | $3,868-18.9% | $2,755+13.9% |
| Participant deferral / active EE | $5,040 | $3,869+30.3% | $5,057-0.3% | $4,296+17.3% |
| Admin fee / account holder | $1,076 | $6,566-83.6% | $8,355-87.1% | $6,918-84.4% |