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 | $115,961 | $63,764+81.9% | $81,930+41.5% | $79,858+45.2% |
| Participation rate | 65.6% | 67.5%-1.9pp | 72.0%-6.4pp | 69.6%-4.0pp |
| Annual return | 12.50% | 22.66%-10.2pp | 29.49%-17.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,099 | $2,780-24.5% | $7,107-70.5% | $3,740-43.9% |
| Admin fee / account holder | $4,451 | $4,426+0.6% | $5,158-13.7% | $5,306-16.1% |