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 | $126,193 | $52,580+140.0% | $71,671+76.1% | $70,131+79.9% |
| Participation rate | 34.2% | 60.9%-26.7pp | 68.7%-34.5pp | 69.5%-35.3pp |
| Annual return | 18.56% | 20.25%-1.7pp | 20.65%-2.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $892 | $1,616-44.8% | $2,460-63.7% | $2,342-61.9% |
| Participant deferral / active EE | $1,321 | $2,386-44.6% | $3,438-61.6% | $3,332-60.3% |
| Admin fee / account holder | $17,372 | $3,653+375.6% | $5,558+212.5% | $4,645+274.0% |