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 | $92,308 | $52,580+75.6% | $71,671+28.8% | $70,131+31.6% |
| Participation rate | 42.9% | 60.9%-18.0pp | 68.7%-25.9pp | 69.5%-26.7pp |
| Annual return | 18.81% | 20.25%-1.4pp | 20.65%-1.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,692 | $2,386-29.1% | $3,438-50.8% | $3,332-49.2% |
| Admin fee / account holder | $2,973 | $3,653-18.6% | $5,558-46.5% | $4,645-36.0% |