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 | $111,841 | $89,355+25.2% | $141,162-20.8% | $72,985+53.2% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 25.73% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,048 | $5,418-43.8% | $6,709-54.6% | $3,607-15.5% |
| Admin fee / account holder | $5,677 | $5,958-4.7% | $10,261-44.7% | $5,124+10.8% |