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 | $72,876 | $70,428+3.5% | $96,562-24.5% | $85,850-15.1% |
| Participation rate | 52.0% | 61.8%-9.8pp | 69.8%-17.8pp | 69.3%-17.3pp |
| Annual return | 21.14% | 18.59%+2.6pp | 37.78%-16.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,519 | $2,894-13.0% | $3,849-34.6% | $3,952-36.3% |
| Admin fee / account holder | $436 | $4,997-91.3% | $6,181-92.9% | $6,260-93.0% |