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 | $83,974 | $51,466+63.2% | $78,778+6.6% | $62,292+34.8% |
| Participation rate | 44.6% | 59.8%-15.2pp | 69.2%-24.6pp | 69.5%-25.0pp |
| Annual return | 13.55% | 19.96%-6.4pp | 35.62%-22.1pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,441 | $2,147+13.7% | $2,958-17.5% | $3,169-23.0% |
| Admin fee / account holder | $4,207 | $489+759.8% | $5,134-18.1% | $479+777.7% |