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 | $101,782 | $80,968+25.7% | $96,544+5.4% | $75,163+35.4% |
| Participation rate | 42.4% | 71.8%-29.3pp | 76.0%-33.5pp | 67.2%-24.8pp |
| Annual return | 47.39% | 27.06%+20.3pp | 25.84%+21.5pp | 160.62%-113.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,891 | $3,928-26.4% | $4,851-40.4% | $4,125-29.9% |
| Admin fee / account holder | $4,253 | $6,724-36.7% | $8,252-48.5% | $5,651-24.7% |