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 | $109,835 | $95,803+14.6% | $113,168-2.9% | $84,808+29.5% |
| Participation rate | 68.2% | 72.9%-4.7pp | 76.6%-8.4pp | 68.3%-0.1pp |
| Annual return | 17.14% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,287 | $4,242-46.1% | $5,107-55.2% | $4,212-45.7% |
| Admin fee / account holder | $3,786 | $8,989-57.9% | $12,068-68.6% | $7,344-48.5% |