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 | $94,871 | $94,625+0.3% | $116,228-18.4% | $84,808+11.9% |
| Participation rate | 43.9% | 70.4%-26.5pp | 74.6%-30.6pp | 68.3%-24.4pp |
| Annual return | 16.20% | 20.40%-4.2pp | 90.06%-73.9pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,224 | $3,972+6.3% | $4,953-14.7% | $4,212+0.3% |
| Admin fee / account holder | $741 | $10,091-92.7% | $11,989-93.8% | $7,344-89.9% |