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 | $130,412 | $54,541+139.1% | $78,778+65.5% | $70,131+86.0% |
| Participation rate | 55.6% | 60.8%-5.2pp | 69.2%-13.6pp | 69.5%-14.0pp |
| Annual return | 15.41% | 21.07%-5.7pp | 35.62%-20.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $963 | $1,089-11.5% | $1,986-51.5% | $2,342-58.9% |
| Participant deferral / active EE | $3,275 | $2,210+48.2% | $2,958+10.7% | $3,332-1.7% |
| Admin fee / account holder | $12,655 | $3,709+241.2% | $5,134+146.5% | $4,645+172.4% |