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 | $72,010 | $64,348+11.9% | $90,160-20.1% | $70,131+2.7% |
| Participation rate | 44.8% | 70.4%-25.7pp | 76.9%-32.1pp | 69.5%-24.8pp |
| Annual return | 17.58% | 28.13%-10.6pp | 34.88%-17.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,163 | $4,389-50.7% | $5,288-59.1% | $3,332-35.1% |
| Admin fee / account holder | $5,859 | $3,944+48.6% | $5,943-1.4% | $4,645+26.1% |