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 | $150,317 | $91,552+64.2% | $133,956+12.2% | $79,858+88.2% |
| Participation rate | 38.9% | 73.3%-34.5pp | 79.8%-41.0pp | 69.6%-30.7pp |
| Annual return | 21.72% | 61.85%-40.1pp | 45.09%-23.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,664 | $3,733-28.7% | $5,048-47.2% | $3,740-28.8% |
| Admin fee / account holder | $10,200 | $6,321+61.4% | $8,927+14.3% | $5,306+92.2% |