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 | $81,050 | $57,065+42.0% | $75,670+7.1% | $70,131+15.6% |
| Participation rate | 18.4% | 68.1%-49.7pp | 72.3%-54.0pp | 69.5%-51.2pp |
| Annual return | 19.01% | 23.57%-4.6pp | 27.34%-8.3pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,840 | $2,580-28.7% | $3,142-41.4% | $3,332-44.8% |
| Admin fee / account holder | $2,411 | $3,825-37.0% | $5,800-58.4% | $4,645-48.1% |