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 | $138,552 | $80,673+71.7% | $101,326+36.7% | $84,808+63.4% |
| Participation rate | 30.8% | 77.8%-47.0pp | 81.5%-50.7pp | 68.3%-37.5pp |
| Annual return | 16.18% | 38.95%-22.8pp | 36.82%-20.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,577 | $6,840-47.7% | $7,994-55.2% | $4,212-15.1% |
| Admin fee / account holder | $18,638 | $12,784+45.8% | $11,185+66.6% | $7,344+153.8% |