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 | $87,397 | $71,050+23.0% | $93,606-6.6% | $80,856+8.1% |
| Participation rate | 53.3% | 60.4%-7.1pp | 68.7%-15.4pp | 67.6%-14.3pp |
| Annual return | 14.25% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,127 | $4,034-22.5% | $4,411-29.1% | $4,296-27.2% |
| Admin fee / account holder | $5,417 | $6,945-22.0% | $8,285-34.6% | $6,918-21.7% |