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 | $45,530 | $56,054-18.8% | $171,082-73.4% | $62,891-27.6% |
| Participation rate | 60.5% | 62.9%-2.4pp | 76.7%-16.2pp | 69.3%-8.8pp |
| Annual return | 10.66% | 22.52%-11.9pp | 32.56%-21.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,145 | $3,158-0.4% | $4,797-34.4% | $3,203-1.8% |
| Admin fee / account holder | $551 | $3,647-84.9% | $8,520-93.5% | $4,296-87.2% |