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 | $89,705 | $46,553+92.7% | $64,056+40.0% | $75,163+19.3% |
| Participation rate | 33.3% | 65.9%-32.6pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 15.30% | 26.03%-10.7pp | 33.69%-18.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,901 | $2,837-33.0% | $3,880-51.0% | $4,125-53.9% |
| Admin fee / account holder | $5,238 | $2,952+77.4% | $3,068+70.7% | $5,651-7.3% |