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 | $136,034 | $54,541+149.4% | $78,778+72.7% | $70,131+94.0% |
| Participation rate | 36.8% | 60.8%-24.0pp | 69.2%-32.3pp | 69.5%-32.7pp |
| Annual return | 18.78% | 21.07%-2.3pp | 35.62%-16.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,851 | $2,210-16.2% | $2,958-37.4% | $3,332-44.4% |
| Admin fee / account holder | $24,102 | $3,709+549.9% | $5,134+369.5% | $4,645+418.8% |