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 | $51,639 | $56,423-8.5% | $77,163-33.1% | $71,457-27.7% |
| Participation rate | 21.0% | 64.3%-43.3pp | 69.6%-48.6pp | 67.9%-46.9pp |
| Annual return | 14.49% | 19.05%-4.6pp | 37.87%-23.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,416 | $3,142-54.9% | $3,833-63.1% | $4,289-67.0% |
| Admin fee / account holder | $9,632 | $1,429+574.1% | $5,472+76.0% | $1,587+506.8% |