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 | $96,094 | $70,428+36.4% | $96,562-0.5% | $85,850+11.9% |
| Participation rate | 38.3% | 61.8%-23.5pp | 69.8%-31.5pp | 69.3%-31.0pp |
| Annual return | 15.86% | 18.59%-2.7pp | 37.78%-21.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,215 | $2,894-23.5% | $3,849-42.5% | $3,952-44.0% |
| Admin fee / account holder | $3,693 | $4,997-26.1% | $6,181-40.3% | $6,260-41.0% |