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 | $240,951 | $101,724+136.9% | $164,813+46.2% | $80,856+198.0% |
| Participation rate | 48.5% | 71.8%-23.3pp | 78.6%-30.1pp | 67.6%-19.2pp |
| Annual return | 14.29% | 16.72%-2.4pp | 69.93%-55.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,705 | $4,477+5.1% | $6,031-22.0% | $4,296+9.5% |
| Admin fee / account holder | $1,847 | $8,227-77.6% | $12,690-85.4% | $6,918-73.3% |