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 | $52,778 | $45,035+17.2% | $62,995-16.2% | $70,131-24.7% |
| Participation rate | 55.6% | 69.5%-14.0pp | 74.8%-19.3pp | 69.5%-14.0pp |
| Annual return | 11.89% | 18.76%-6.9pp | 87.57%-75.7pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,462 | $2,465-0.1% | $3,329-26.0% | $3,332-26.1% |
| Admin fee / account holder | $2,338 | $2,834-17.5% | $3,600-35.1% | $4,645-49.7% |