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 | $92,627 | $86,286+7.3% | $111,297-16.8% | $85,850+7.9% |
| Participation rate | 47.9% | 73.3%-25.4pp | 77.3%-29.4pp | 69.3%-21.4pp |
| Annual return | 14.87% | 19.99%-5.1pp | 54.65%-39.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,235 | $3,641-38.6% | $4,487-50.2% | $3,952-43.4% |
| Admin fee / account holder | $2,022 | $8,188-75.3% | $7,964-74.6% | $6,260-67.7% |