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 | $79,122 | $90,674-12.7% | $96,707-18.2% | $82,448-4.0% |
| Participation rate | 35.3% | 75.9%-40.7pp | 80.4%-45.1pp | 68.1%-32.8pp |
| Annual return | 17.16% | 49.05%-31.9pp | 34.78%-17.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,015 | $5,696-47.1% | $5,997-49.7% | $4,139-27.2% |
| Admin fee / account holder | $4,209 | $7,568-44.4% | $7,503-43.9% | $7,234-41.8% |