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 | $129,368 | $58,512+121.1% | $84,015+54.0% | $72,985+77.3% |
| Participation rate | 69.4% | 61.2%+8.2pp | 69.0%+0.4pp | 69.5%0pp |
| Annual return | 21.75% | 28.93%-7.2pp | 71.31%-49.6pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,904 | $2,394+21.3% | $3,239-10.3% | $3,607-19.5% |
| Admin fee / account holder | $4,014 | $4,569-12.1% | $6,101-34.2% | $5,124-21.7% |