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 | $99,454 | $66,402+49.8% | $109,895-9.5% | $85,850+15.8% |
| Participation rate | 28.6% | 63.9%-35.3pp | 74.2%-45.6pp | 69.3%-40.7pp |
| Annual return | 18.49% | 19.59%-1.1pp | 29.45%-11.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,502 | $2,842-47.2% | $4,048-62.9% | $3,952-62.0% |
| Admin fee / account holder | $852 | $4,557-81.3% | $6,066-86.0% | $6,260-86.4% |