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 | $59,946 | $72,012-16.8% | $185,823-67.7% | $79,858-24.9% |
| Participation rate | 32.2% | 65.8%-33.6pp | 78.0%-45.8pp | 69.6%-37.4pp |
| Annual return | 24.74% | 23.12%+1.6pp | 35.95%-11.2pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,680 | $3,779-29.1% | $5,632-52.4% | $3,740-28.3% |
| Admin fee / account holder | $2,441 | $4,513-45.9% | $9,500-74.3% | $5,306-54.0% |