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 | $151,090 | $148,978+1.4% | $200,582-24.7% | $84,808+78.2% |
| Participation rate | 52.6% | 84.2%-31.6pp | 86.9%-34.3pp | 68.3%-15.7pp |
| Annual return | 15.38% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,513 | $7,142+19.2% | $9,331-8.8% | $4,212+102.1% |
| Admin fee / account holder | $1,216 | $13,977-91.3% | $16,305-92.5% | $7,344-83.4% |