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 | $97,851 | $47,848+104.5% | $81,478+20.1% | $70,131+39.5% |
| Participation rate | 45.1% | 58.3%-13.2pp | 68.0%-22.9pp | 69.5%-24.4pp |
| Annual return | 15.59% | 27.25%-11.7pp | 38.78%-23.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,230 | $2,453-9.1% | $3,537-37.0% | $3,332-33.1% |
| Admin fee / account holder | $8,332 | $3,145+164.9% | $4,561+82.7% | $4,645+79.4% |