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 | $107,642 | $66,402+62.1% | $109,895-2.0% | $85,850+25.4% |
| Participation rate | 54.1% | 63.9%-9.8pp | 74.2%-20.2pp | 69.3%-15.3pp |
| Annual return | 13.34% | 19.59%-6.3pp | 29.45%-16.1pp | 318.53%-305.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,164 | $2,842-59.0% | $4,048-71.2% | $3,952-70.5% |
| Admin fee / account holder | $1,104 | $4,557-75.8% | $6,066-81.8% | $6,260-82.4% |