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 6-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 | $121,078 | $70,428+71.9% | $96,562+25.4% | $85,850+41.0% |
| Participation rate | 65.6% | 61.8%+3.8pp | 69.8%-4.2pp | 69.3%-3.7pp |
| Annual return | 12.63% | 18.59%-6.0pp | 37.78%-25.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,051 | $2,894+40.0% | $3,849+5.3% | $3,952+2.5% |
| Admin fee / account holder | $1,358 | $4,997-72.8% | $6,181-78.0% | $6,260-78.3% |