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 | $49,421 | $48,076+2.8% | $78,689-37.2% | $62,891-21.4% |
| Participation rate | 59.5% | 65.2%-5.7pp | 73.6%-14.0pp | 69.3%-9.8pp |
| Annual return | 7.23% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,740 | $2,588+199.1% | $3,517+120.1% | $3,203+141.7% |
| Admin fee / account holder | $5,409 | $3,207+68.6% | $4,510+19.9% | $4,296+25.9% |