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 | $142,767 | $35,183+305.8% | $73,545+94.1% | $70,131+103.6% |
| Participation rate | 52.0% | 42.9%+9.1pp | 54.9%-2.9pp | 69.5%-17.5pp |
| Annual return | 21.64% | 26.90%-5.3pp | -15.16%+36.8pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,708 | $1,220+285.9% | $1,806+160.7% | $3,332+41.3% |
| Admin fee / account holder | $5,008 | $2,302+117.5% | $2,320+115.9% | $4,645+7.8% |