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 | $89,394 | $66,098+35.2% | $101,794-12.2% | $74,304+20.3% |
| Participation rate | 27.4% | 53.8%-26.4pp | 69.2%-41.8pp | 60.3%-33.0pp |
| Annual return | 33.98% | 19.59%+14.4pp | 30.53%+3.5pp | 29.43%+4.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,604 | $2,781-42.3% | $4,084-60.7% | $3,767-57.4% |
| Admin fee / account holder | $1,290 | $4,146-68.9% | $8,777-85.3% | $2,969-56.5% |