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 | $93,963 | $91,190+3.0% | $178,490-47.4% | $79,858+17.7% |
| Participation rate | 59.2% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 19.03% | 24.19%-5.2pp | 151.07%-132.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,254 | $3,256-61.5% | $5,011-75.0% | $2,471-49.3% |
| Participant deferral / active EE | $2,348 | $3,236-27.4% | $5,202-54.9% | $3,740-37.2% |
| Admin fee / account holder | $12,327 | $6,751+82.6% | $13,984-11.8% | $5,306+132.3% |