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 | $86,550 | $101,763-14.9% | $164,866-47.5% | $80,874+7.0% |
| Participation rate | 48.3% | 71.8%-23.5pp | 78.6%-30.3pp | 67.6%-19.4pp |
| Annual return | 17.76% | 16.73%+1.0pp | 69.97%-52.2pp | 35.62%-17.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,399 | $4,477+154.6% | $6,033+88.9% | $4,297+165.3% |
| Admin fee / account holder | $4,229 | $8,228-48.6% | $12,689-66.7% | $6,935-39.0% |