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 4-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 | $110,617 | $109,413+1.1% | $156,263-29.2% | $84,808+30.4% |
| Participation rate | 45.2% | 72.7%-27.5pp | 78.9%-33.7pp | 68.3%-23.1pp |
| Annual return | 28.52% | 20.18%+8.3pp | 59.47%-30.9pp | 40.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,321 | $4,590+59.5% | $6,158+18.9% | $4,212+73.8% |
| Admin fee / account holder | $2,339 | $9,357-75.0% | $14,255-83.6% | $7,344-68.1% |