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 | $143,526 | $51,708+177.6% | $106,619+34.6% | $62,891+128.2% |
| Participation rate | 29.6% | 66.9%-37.2pp | 78.0%-48.4pp | 69.3%-39.7pp |
| Annual return | 11.90% | 4.69%+7.2pp | 9.42%+2.5pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,115 | $2,315-51.8% | $3,930-71.6% | $3,203-65.2% |
| Admin fee / account holder | $4,600 | $3,349+37.4% | $6,418-28.3% | $4,296+7.1% |