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 | $86,686 | $135,952-36.2% | $123,892-30.0% | $273,961-68.4% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 6.02% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,244 | $6,343+30.0% | $5,984+37.8% | $5,287+55.9% |
| Admin fee / account holder | $8,084 | $9,817-17.7% | $8,357-3.3% | $10,132-20.2% |