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 | $99,061 | $90,745+9.2% | $130,231-23.9% | $75,163+31.8% |
| Participation rate | 64.0% | 71.1%-7.1pp | 76.3%-12.3pp | 67.2%-3.2pp |
| Annual return | 20.64% | 34.45%-13.8pp | 38.77%-18.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,187 | $5,362+71.3% | $6,799+35.1% | $4,125+122.7% |
| Admin fee / account holder | $402 | $6,331-93.7% | $6,020-93.3% | $5,651-92.9% |