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 | $169,666 | $116,175+46.0% | $93,606+81.3% | $152,861+11.0% |
| Participation rate | 63.2% | 78.0%-14.9pp | 75.8%-12.7pp | 82.4%-19.3pp |
| Annual return | 12.49% | 35.96%-23.5pp | 32.76%-20.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,471 | $4,603-24.6% | $4,069-14.7% | $5,850-40.7% |
| Admin fee / account holder | $1,991 | $10,748-81.5% | $7,888-74.8% | $11,596-82.8% |