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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,791 | $60,892+55.7% | $82,389+15.1% | $84,808+11.8% |
| Participation rate | 61.5% | 63.3%-1.7pp | 69.5%-8.0pp | 68.3%-6.8pp |
| Annual return | 16.68% | 37.29%-20.6pp | 28.67%-12.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,786 | $3,179-12.4% | $4,155-32.9% | $4,212-33.9% |
| Admin fee / account holder | $1,885 | $5,467-65.5% | $7,231-73.9% | $7,344-74.3% |