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 | $123,652 | $81,248+52.2% | $155,509-20.5% | $80,856+52.9% |
| Participation rate | 26.1% | 66.2%-40.1pp | 78.2%-52.1pp | 67.6%-41.6pp |
| Annual return | 17.97% | 33.31%-15.3pp | 64.67%-46.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,341 | $3,452-3.2% | $5,626-40.6% | $4,296-22.2% |
| Admin fee / account holder | $3,230 | $7,997-59.6% | $15,912-79.7% | $6,918-53.3% |