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 | $36,551 | $156,846-76.7% | $121,098-69.8% | $139,434-73.8% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 60.64% | 1474.56%-1413.9pp | 985.75%-925.1pp | 372.94%-312.3pp |
| Employer contribution / active EE | $787 | $5,536-85.8% | $4,164-81.1% | $4,751-83.4% |
| Participant deferral / active EE | $4,074 | $4,844-15.9% | $4,080-0.1% | $6,710-39.3% |
| Admin fee / account holder | $13,683 | $6,946+97.0% | $5,644+142.4% | $11,403+20.0% |