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 | $104,136 | $118,450-12.1% | $98,439+5.8% | $139,434-25.3% |
| Participation rate | 42.9% | 77.4%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 11.24% | 18.94%-7.7pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,748 | $5,392-67.6% | $4,738-63.1% | $6,710-74.0% |
| Admin fee / account holder | $882 | $14,026-93.7% | $8,948-90.1% | $11,403-92.3% |