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 | $148,297 | $65,041+128.0% | $90,951+63.1% | $79,858+85.7% |
| Participation rate | 62.2% | 61.6%+0.6pp | 69.0%-6.8pp | 69.6%-7.4pp |
| Annual return | 12.45% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,386 | $2,512+74.6% | $3,373+30.0% | $3,740+17.3% |
| Admin fee / account holder | $3,468 | $4,536-23.5% | $5,959-41.8% | $5,306-34.6% |