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 | $80,408 | $85,515-6.0% | $112,040-28.2% | $67,986+18.3% |
| Participation rate | 50.0% | 68.2%-18.2pp | 76.5%-26.5pp | 57.2%-7.2pp |
| Annual return | 15.92% | 29.68%-13.8pp | 24.52%-8.6pp | 31.67%-15.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,764 | $4,014-31.1% | $5,098-45.8% | $3,358-17.7% |
| Admin fee / account holder | $7,043 | $3,774+86.6% | $12,098-41.8% | $3,203+119.9% |