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 | $58,627+61.7% | $76,735+23.5% | $82,448+15.0% |
| Participation rate | 61.5% | 63.2%-1.7pp | 69.5%-8.0pp | 68.1%-6.5pp |
| Annual return | 16.68% | 39.10%-22.4pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,786 | $3,134-11.1% | $4,088-31.9% | $4,139-32.7% |
| Admin fee / account holder | $1,885 | $5,323-64.6% | $7,189-73.8% | $7,234-73.9% |