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 | $141,443 | $84,233+67.9% | $170,442-17.0% | $70,131+101.7% |
| Participation rate | 59.3% | 70.8%-11.6pp | 83.6%-24.3pp | 69.5%-10.3pp |
| Annual return | 13.37% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,772 | $3,086+54.6% | $4,939-3.4% | $3,332+43.2% |
| Admin fee / account holder | $3,559 | $5,698-37.5% | $13,880-74.4% | $4,645-23.4% |