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 | $59,187 | $86,929-31.9% | $102,423-42.2% | $80,856-26.8% |
| Participation rate | 39.5% | 72.4%-32.8pp | 76.5%-37.0pp | 67.6%-28.1pp |
| Annual return | 17.50% | 18.88%-1.4pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,503 | $4,118-14.9% | $5,053-30.7% | $4,296-18.4% |
| Admin fee / account holder | $2,201 | $8,049-72.7% | $9,451-76.7% | $6,918-68.2% |