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 | $134,656 | $65,365+106.0% | $92,893+45.0% | $72,985+84.5% |
| Participation rate | 42.3% | 68.3%-26.0pp | 76.0%-33.7pp | 69.5%-27.2pp |
| Annual return | 23.52% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,785 | $3,128-42.9% | $4,236-57.9% | $3,607-50.5% |
| Admin fee / account holder | $12,304 | $4,251+189.4% | $5,794+112.4% | $5,124+140.1% |