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 | $114,540 | $67,411+69.9% | $91,001+25.9% | $70,131+63.3% |
| Participation rate | 48.1% | 71.4%-23.2pp | 75.6%-27.5pp | 69.5%-21.4pp |
| Annual return | 17.73% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,837 | $2,823+0.5% | $3,547-20.0% | $3,332-14.9% |
| Admin fee / account holder | $18,963 | $4,236+347.7% | $5,417+250.1% | $4,645+308.2% |