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 | $65,861 | $100,923-34.7% | $150,045-56.1% | $74,304-11.4% |
| Participation rate | 25.4% | 70.1%-44.7pp | 82.3%-57.0pp | 60.3%-35.0pp |
| Annual return | 26.32% | 51.77%-25.5pp | 62.55%-36.2pp | 29.43%-3.1pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,392 | $6,709-64.4% | $7,997-70.1% | $3,767-36.5% |
| Admin fee / account holder | $3,202 | $2,767+15.7% | $13,435-76.2% | $2,969+7.9% |