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 | $86,576 | $87,841-1.4% | $133,980-35.4% | $62,891+37.7% |
| Participation rate | 67.5% | 83.4%-15.9pp | 87.1%-19.6pp | 69.3%-1.8pp |
| Annual return | 10.48% | 12.05%-1.6pp | 29.30%-18.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,745 | $4,812+123.3% | $6,282+71.0% | $3,203+235.5% |
| Admin fee / account holder | $5,683 | $5,371+5.8% | $9,324-39.0% | $4,296+32.3% |