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 | $92,200 | $64,348+43.3% | $90,160+2.3% | $70,131+31.5% |
| Participation rate | 45.3% | 70.4%-25.2pp | 76.9%-31.6pp | 69.5%-24.3pp |
| Annual return | 20.64% | 28.13%-7.5pp | 34.88%-14.2pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,998 | $4,389+59.5% | $5,288+32.4% | $3,332+110.0% |
| Admin fee / account holder | $1,497 | $3,944-62.1% | $5,943-74.8% | $4,645-67.8% |