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 | $182,135 | $109,413+66.5% | $156,263+16.6% | $84,808+114.8% |
| Participation rate | 51.9% | 72.7%-20.8pp | 78.9%-27.1pp | 68.3%-16.5pp |
| Annual return | 15.78% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,432 | $4,590-3.4% | $6,158-28.0% | $4,212+5.2% |
| Admin fee / account holder | $880 | $9,357-90.6% | $14,255-93.8% | $7,344-88.0% |