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 | $94,471 | $98,750-4.3% | $149,696-36.9% | $79,858+18.3% |
| Participation rate | 50.8% | 75.8%-24.9pp | 82.5%-31.6pp | 69.6%-18.8pp |
| Annual return | 14.06% | 27.43%-13.4pp | 276.60%-262.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,321 | $5,680+28.9% | $6,842+7.0% | $3,740+95.8% |
| Admin fee / account holder | $1,770 | $6,053-70.8% | $9,309-81.0% | $5,306-66.6% |