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 | $116,953 | $101,724+15.0% | $164,813-29.0% | $80,856+44.6% |
| Participation rate | 47.8% | 71.8%-24.0pp | 78.6%-30.8pp | 67.6%-19.8pp |
| Annual return | 19.16% | 16.72%+2.4pp | 69.93%-50.8pp | 35.59%-16.4pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,969 | $4,477-56.0% | $6,031-67.4% | $4,296-54.2% |
| Admin fee / account holder | $1,493 | $8,227-81.8% | $12,690-88.2% | $6,918-78.4% |