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 | $67,176 | $43,075+56.0% | $74,583-9.9% | $62,891+6.8% |
| Participation rate | 20.9% | 58.1%-37.1pp | 68.1%-47.2pp | 69.3%-48.4pp |
| Annual return | 10.44% | 17.50%-7.1pp | 20.47%-10.0pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,495 | $2,389-37.4% | $3,458-56.8% | $3,203-53.3% |
| Admin fee / account holder | $439 | $2,840-84.5% | $4,138-89.4% | $4,296-89.8% |