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 | $102,449 | $87,841+16.6% | $133,980-23.5% | $62,891+62.9% |
| Participation rate | 54.8% | 83.4%-28.5pp | 87.1%-32.2pp | 69.3%-14.5pp |
| Annual return | 9.44% | 12.05%-2.6pp | 29.30%-19.9pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,227 | $4,812+50.2% | $6,282+15.0% | $3,203+125.6% |
| Admin fee / account holder | $982 | $5,371-81.7% | $9,324-89.5% | $4,296-77.1% |