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 | $65,125 | $72,492-10.2% | $87,100-25.2% | $72,985-10.8% |
| Participation rate | 30.6% | 72.8%-42.2pp | 76.9%-46.3pp | 69.5%-38.9pp |
| Annual return | 22.72% | 24.46%-1.7pp | 28.19%-5.5pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,192 | $3,270-33.0% | $4,049-45.9% | $3,607-39.2% |
| Admin fee / account holder | $3,218 | $5,055-36.3% | $7,497-57.1% | $5,124-37.2% |