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 | $112,677 | $78,422+43.7% | $95,952+17.4% | $79,858+41.1% |
| Participation rate | 54.2% | 73.5%-19.3pp | 77.1%-22.9pp | 69.6%-15.5pp |
| Annual return | 13.43% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,693 | $3,440-21.7% | $4,167-35.4% | $3,740-28.0% |
| Admin fee / account holder | $2,356 | $5,622-58.1% | $6,795-65.3% | $5,306-55.6% |