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 | $123,584 | $86,286+43.2% | $111,297+11.0% | $85,850+44.0% |
| Participation rate | 34.2% | 73.3%-39.1pp | 77.3%-43.1pp | 69.3%-35.1pp |
| Annual return | 17.41% | 19.99%-2.6pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,262 | $3,641-37.9% | $4,487-49.6% | $3,952-42.7% |
| Admin fee / account holder | $978 | $8,188-88.1% | $7,964-87.7% | $6,260-84.4% |