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 | $101,139 | $117,381-13.8% | $99,443+1.7% | $152,861-33.8% |
| Participation rate | 42.9% | 77.5%-34.7pp | 73.8%-31.0pp | 82.4%-39.6pp |
| Annual return | 22.55% | 31.87%-9.3pp | 30.72%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,444 | $4,086+33.2% | $3,619+50.4% | $5,850-6.9% |
| Admin fee / account holder | $11,919 | $7,631+56.2% | $6,250+90.7% | $11,596+2.8% |