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 8-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 | $115,632 | $148,978-22.4% | $200,582-42.4% | $84,808+36.3% |
| Participation rate | 48.1% | 84.2%-36.1pp | 86.9%-38.7pp | 68.3%-20.2pp |
| Annual return | 18.05% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,958 | $7,142-16.6% | $9,331-36.2% | $4,212+41.5% |
| Admin fee / account holder | $16,641 | $13,977+19.1% | $16,305+2.1% | $7,344+126.6% |