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 | $95,614 | $91,552+4.4% | $133,956-28.6% | $79,858+19.7% |
| Participation rate | 49.2% | 73.3%-24.1pp | 79.8%-30.6pp | 69.6%-20.4pp |
| Annual return | 12.71% | 61.85%-49.1pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,409 | $3,733-8.7% | $5,048-32.5% | $3,740-8.8% |
| Admin fee / account holder | $6,587 | $6,321+4.2% | $8,927-26.2% | $5,306+24.1% |