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 | $232,856 | $101,724+128.9% | $164,813+41.3% | $80,856+188.0% |
| Participation rate | 42.4% | 71.8%-29.4pp | 78.6%-36.2pp | 67.6%-25.2pp |
| Annual return | 18.06% | 16.72%+1.3pp | 69.93%-51.9pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,025 | $4,477+12.2% | $6,031-16.7% | $4,296+17.0% |
| Admin fee / account holder | $1,231 | $8,227-85.0% | $12,690-90.3% | $6,918-82.2% |