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 | $82,231 | $48,076+71.0% | $78,689+4.5% | $62,891+30.8% |
| Participation rate | 63.0% | 65.2%-2.2pp | 73.6%-10.6pp | 69.3%-6.3pp |
| Annual return | 8.88% | 31.35%-22.5pp | 62.18%-53.3pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,354 | $2,588-47.7% | $3,517-61.5% | $3,203-57.7% |
| Admin fee / account holder | $3,796 | $3,207+18.3% | $4,510-15.8% | $4,296-11.6% |