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 | $62,195 | $58,577+6.2% | $83,333-25.4% | $64,186-3.1% |
| Participation rate | 52.9% | 72.0%-19.2pp | 77.8%-24.9pp | 69.6%-16.7pp |
| Annual return | -7.93% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,543 | $4,654+19.1% | $5,565-0.4% | $3,470+59.8% |
| Admin fee / account holder | $1,628 | $9,275-82.4% | $7,510-78.3% | $4,888-66.7% |