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 | $143,514 | $67,411+112.9% | $91,001+57.7% | $70,131+104.6% |
| Participation rate | 61.3% | 71.4%-10.1pp | 75.6%-14.3pp | 69.5%-8.3pp |
| Annual return | 13.74% | -40.16%+53.9pp | 4.60%+9.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,931 | $2,823+3.9% | $3,547-17.4% | $3,332-12.0% |
| Admin fee / account holder | $7,062 | $4,236+66.7% | $5,417+30.4% | $4,645+52.0% |