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 | $147,790 | $86,929+70.0% | $102,423+44.3% | $80,856+82.8% |
| Participation rate | 45.0% | 72.4%-27.4pp | 76.5%-31.5pp | 67.6%-22.6pp |
| Annual return | 18.51% | 18.88%-0.4pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,059 | $4,118-50.0% | $5,053-59.3% | $4,296-52.1% |
| Admin fee / account holder | $14,895 | $8,049+85.0% | $9,451+57.6% | $6,918+115.3% |