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 | $116,686 | $65,041+79.4% | $90,951+28.3% | $79,858+46.1% |
| Participation rate | 34.7% | 61.6%-26.9pp | 69.0%-34.3pp | 69.6%-34.9pp |
| Annual return | 19.09% | 30.45%-11.4pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,481 | $2,512-41.1% | $3,373-56.1% | $3,740-60.4% |
| Admin fee / account holder | $2,463 | $4,536-45.7% | $5,959-58.7% | $5,306-53.6% |