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 | $94,747 | $72,492+30.7% | $87,100+8.8% | $72,985+29.8% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 20.76% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,622 | $3,270-19.8% | $4,049-35.2% | $3,607-27.3% |
| Admin fee / account holder | $1,500 | $5,055-70.3% | $7,497-80.0% | $5,124-70.7% |