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 | $73,818 | $39,122+88.7% | $57,179+29.1% | $62,891+17.4% |
| Participation rate | 52.0% | 70.5%-18.5pp | 75.3%-23.3pp | 69.3%-17.3pp |
| Annual return | 14.40% | 9.23%+5.2pp | 14.59%-0.2pp | 20.14%-5.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,281 | $2,374+122.5% | $3,096+70.6% | $3,203+64.9% |
| Admin fee / account holder | $1,987 | $2,592-23.3% | $3,139-36.7% | $4,296-53.7% |