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 | $94,420 | $59,535+58.6% | $90,160+4.7% | $62,292+51.6% |
| Participation rate | 65.3% | 73.0%-7.7pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 21.16% | 23.53%-2.4pp | 34.88%-13.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,351 | $4,639+80.0% | $5,288+57.9% | $3,169+163.5% |
| Admin fee / account holder | $6,730 | $337+1898.9% | $5,943+13.2% | $479+1303.9% |