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 | $110,840 | $109,413+1.3% | $156,263-29.1% | $84,808+30.7% |
| Participation rate | 56.9% | 72.7%-15.8pp | 78.9%-22.0pp | 68.3%-11.4pp |
| Annual return | 24.87% | 20.18%+4.7pp | 59.47%-34.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,461 | $4,590+40.8% | $6,158+4.9% | $4,212+53.4% |
| Admin fee / account holder | $3,892 | $9,357-58.4% | $14,255-72.7% | $7,344-47.0% |