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 | $120,958 | $65,041+86.0% | $90,951+33.0% | $79,858+51.5% |
| Participation rate | 29.0% | 61.6%-32.6pp | 69.0%-40.0pp | 69.6%-40.6pp |
| Annual return | 19.56% | 30.45%-10.9pp | 134.60%-115.0pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,178 | $2,512-53.1% | $3,373-65.1% | $3,740-68.5% |
| Admin fee / account holder | $1,747 | $4,536-61.5% | $5,959-70.7% | $5,306-67.1% |