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 | $57,065 | $51,045+11.8% | $70,515-19.1% | $71,457-20.1% |
| Participation rate | 22.9% | 59.4%-36.5pp | 68.3%-45.4pp | 67.9%-45.0pp |
| Annual return | 14.04% | 42.63%-28.6pp | 32.77%-18.7pp | 28.85%-14.8pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,970 | $3,026-34.9% | $4,567-56.9% | $4,289-54.1% |
| Admin fee / account holder | $2,747 | $1,994+37.8% | $6,412-57.2% | $1,587+73.1% |