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 | $91,335 | $49,227+85.5% | $70,449+29.6% | $79,858+14.4% |
| Participation rate | 31.8% | 69.2%-37.4pp | 75.1%-43.2pp | 69.6%-37.8pp |
| Annual return | 21.24% | 30.06%-8.8pp | 109.03%-87.8pp | 31.71%-10.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,587 | $2,768-42.7% | $3,709-57.2% | $3,740-57.6% |
| Admin fee / account holder | $9,740 | $2,878+238.4% | $3,845+153.3% | $5,306+83.6% |