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 | $96,596 | $51,638+87.1% | $68,368+41.3% | $82,448+17.2% |
| Participation rate | 61.0% | 63.6%-2.6pp | 73.8%-12.8pp | 68.1%-7.1pp |
| Annual return | 13.99% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,531 | $2,914-13.1% | $4,123-38.6% | $4,139-38.9% |
| Admin fee / account holder | $4,444 | $4,643-4.3% | $5,150-13.7% | $7,234-38.6% |