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 | $98,867 | $101,724-2.8% | $164,813-40.0% | $80,856+22.3% |
| Participation rate | 55.4% | 71.8%-16.5pp | 78.6%-23.2pp | 67.6%-12.3pp |
| Annual return | 14.07% | 16.72%-2.6pp | 69.93%-55.9pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,076 | $4,477-9.0% | $6,031-32.4% | $4,296-5.1% |
| Admin fee / account holder | $2,034 | $8,227-75.3% | $12,690-84.0% | $6,918-70.6% |