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 | $157,454 | $99,985+57.5% | $146,665+7.4% | $85,850+83.4% |
| Participation rate | 42.9% | 73.1%-30.2pp | 80.1%-37.2pp | 69.3%-26.5pp |
| Annual return | 16.98% | 18.93%-1.9pp | 22.74%-5.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,925 | $4,006-27.0% | $5,506-46.9% | $3,952-26.0% |
| Admin fee / account holder | $3,659 | $7,702-52.5% | $10,280-64.4% | $6,260-41.5% |