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 | $146,189 | $123,793+18.1% | $177,821-17.8% | $79,858+83.1% |
| Participation rate | 67.6% | 84.7%-17.1pp | 87.7%-20.2pp | 69.6%-2.1pp |
| Annual return | 14.38% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,341 | $5,956-10.3% | $7,714-30.8% | $3,740+42.8% |
| Admin fee / account holder | $8,833 | $7,243+22.0% | $12,427-28.9% | $5,306+66.5% |