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 | $148,579 | $99,985+48.6% | $146,665+1.3% | $85,850+73.1% |
| Participation rate | 55.3% | 73.1%-17.8pp | 80.1%-24.8pp | 69.3%-14.1pp |
| Annual return | 17.70% | 18.93%-1.2pp | 22.74%-5.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,567 | $4,006-35.9% | $5,506-53.4% | $3,952-35.0% |
| Admin fee / account holder | $1,037 | $7,702-86.5% | $10,280-89.9% | $6,260-83.4% |