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 | $80,709 | $71,516+12.9% | $98,439-18.0% | $71,457+12.9% |
| Participation rate | 36.0% | 72.7%-36.7pp | 75.2%-39.2pp | 67.9%-31.9pp |
| Annual return | 16.35% | 32.41%-16.1pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,914 | $4,109-53.4% | $4,738-59.6% | $4,289-55.4% |
| Admin fee / account holder | $2,458 | $1,675+46.8% | $8,948-72.5% | $1,587+54.8% |