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 | $98,376 | $72,492+35.7% | $87,100+12.9% | $72,985+34.8% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.9%-31.6pp | 69.5%-24.2pp |
| Annual return | 25.78% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,621 | $3,270-19.8% | $4,049-35.3% | $3,607-27.3% |
| Admin fee / account holder | $751 | $5,055-85.1% | $7,497-90.0% | $5,124-85.3% |