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 9-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 | $105,130 | $99,032+6.2% | $80,019+31.4% | $135,375-22.3% |
| Participation rate | 44.4% | 78.4%-33.9pp | 75.8%-31.4pp | 82.6%-38.2pp |
| Annual return | 1.13% | 15.39%-14.3pp | 11.22%-10.1pp | 519.73%-518.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,326 | $4,282-69.0% | $3,686-64.0% | $5,609-76.4% |
| Admin fee / account holder | $871 | $10,436-91.7% | $6,521-86.6% | $10,827-92.0% |