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 | $86,498 | $54,541+58.6% | $78,778+9.8% | $70,131+23.3% |
| Participation rate | 43.9% | 60.8%-16.9pp | 69.2%-25.3pp | 69.5%-25.6pp |
| Annual return | 15.06% | 21.07%-6.0pp | 35.62%-20.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,907 | $2,210-13.7% | $2,958-35.5% | $3,332-42.8% |
| Admin fee / account holder | $10,044 | $3,709+170.8% | $5,134+95.6% | $4,645+116.2% |