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 | $104,949 | $109,359-4.0% | $162,163-35.3% | $72,985+43.8% |
| Participation rate | 30.3% | 84.3%-54.0pp | 87.6%-57.3pp | 69.5%-39.2pp |
| Annual return | 23.56% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,117 | $5,481+11.6% | $7,298-16.2% | $3,607+69.6% |
| Admin fee / account holder | $5,595 | $7,972-29.8% | $10,843-48.4% | $5,124+9.2% |