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 | $113,006 | $106,749+5.9% | $145,433-22.3% | $82,448+37.1% |
| Participation rate | 63.6% | 75.6%-12.0pp | 82.1%-18.5pp | 68.1%-4.4pp |
| Annual return | 16.29% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,406 | $6,519+44.3% | $7,897+19.1% | $4,139+127.2% |
| Admin fee / account holder | $831 | $8,390-90.1% | $13,129-93.7% | $7,234-88.5% |