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 | $99,568 | $76,000+31.0% | $154,107-35.4% | $64,186+55.1% |
| Participation rate | 38.1% | 70.4%-32.3pp | 83.0%-44.9pp | 69.6%-31.5pp |
| Annual return | 0.69% | 30.32%-29.6pp | 735.12%-734.4pp | 7.63%-6.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,260 | $3,175-28.8% | $5,081-55.5% | $3,470-34.9% |
| Admin fee / account holder | $5,089 | $5,596-9.1% | $13,411-62.1% | $4,888+4.1% |