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 | $64,824 | $76,367-15.1% | $93,606-30.7% | $72,985-11.2% |
| Participation rate | 30.0% | 71.7%-41.7pp | 75.8%-45.8pp | 69.5%-39.5pp |
| Annual return | 20.94% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,389 | $3,538-32.5% | $4,069-41.3% | $3,607-33.8% |
| Admin fee / account holder | $9,593 | $6,838+40.3% | $7,888+21.6% | $5,124+87.2% |