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 | $146,995 | $94,625+55.3% | $116,228+26.5% | $84,808+73.3% |
| Participation rate | 29.7% | 70.4%-40.7pp | 74.6%-44.8pp | 68.3%-38.6pp |
| Annual return | 12.18% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,185 | $3,972-45.0% | $4,953-55.9% | $4,212-48.1% |
| Admin fee / account holder | $22,836 | $10,091+126.3% | $11,989+90.5% | $7,344+211.0% |