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 | $96,984 | $79,944+21.3% | $98,439-1.5% | $75,163+29.0% |
| Participation rate | 56.4% | 70.4%-14.0pp | 75.2%-18.7pp | 67.2%-10.8pp |
| Annual return | 15.44% | 19.75%-4.3pp | 21.16%-5.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,019 | $3,752-46.2% | $4,738-57.4% | $4,125-51.1% |
| Admin fee / account holder | $1,100 | $6,840-83.9% | $8,948-87.7% | $5,651-80.5% |