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 | $125,018 | $54,762+128.3% | $90,281+38.5% | $72,985+71.3% |
| Participation rate | 41.9% | 65.1%-23.3pp | 73.3%-31.4pp | 69.5%-27.6pp |
| Annual return | 24.45% | 30.63%-6.2pp | 78.10%-53.6pp | 81.00%-56.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,568 | $2,887-11.1% | $3,885-33.9% | $3,607-28.8% |
| Admin fee / account holder | $482 | $3,972-87.9% | $5,351-91.0% | $5,124-90.6% |