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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $636,398 | $165,335+284.9% | $149,696+325.1% | $158,922+300.4% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 9.30% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,510 | $5,103-50.8% | $4,644-46.0% | $4,761-47.3% |
| Participant deferral / active EE | $6,790 | $7,181-5.4% | $6,842-0.8% | $5,982+13.5% |
| Admin fee / account holder | $25,760 | $10,807+138.4% | $9,309+176.7% | $11,246+129.1% |