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 | $98,146 | $72,012+36.3% | $185,823-47.2% | $79,858+22.9% |
| Participation rate | 39.3% | 65.8%-26.5pp | 78.0%-38.7pp | 69.6%-30.3pp |
| Annual return | 14.03% | 23.12%-9.1pp | 35.95%-21.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,782 | $3,779+0.1% | $5,632-32.9% | $3,740+1.1% |
| Admin fee / account holder | $2,978 | $4,513-34.0% | $9,500-68.7% | $5,306-43.9% |