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 | $207,702 | $58,512+255.0% | $84,015+147.2% | $72,985+184.6% |
| Participation rate | 41.9% | 61.2%-19.3pp | 69.0%-27.1pp | 69.5%-27.6pp |
| Annual return | 20.43% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,360 | $2,394-43.2% | $3,239-58.0% | $3,607-62.3% |
| Admin fee / account holder | $2,068 | $4,569-54.7% | $6,101-66.1% | $5,124-59.6% |