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 | $54,638 | $46,869+16.6% | $122,332-55.3% | $70,131-22.1% |
| Participation rate | 47.0% | 58.2%-11.2pp | 71.6%-24.7pp | 69.5%-22.6pp |
| Annual return | 18.84% | 24.22%-5.4pp | 30.27%-11.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,644 | $2,166+68.2% | $3,287+10.9% | $3,332+9.4% |
| Admin fee / account holder | $2,143 | $3,322-35.5% | $5,478-60.9% | $4,645-53.9% |