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 | $91,627 | $91,190+0.5% | $178,490-48.7% | $79,858+14.7% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 10.95% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,201 | $3,256-63.1% | $5,011-76.0% | $2,471-51.4% |
| Participant deferral / active EE | $1,334 | $3,236-58.8% | $5,202-74.4% | $3,740-64.3% |
| Admin fee / account holder | $31,157 | $6,751+361.5% | $13,984+122.8% | $5,306+487.2% |