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 | $66,489 | $65,561+1.4% | $91,541-27.4% | $74,304-10.5% |
| Participation rate | 26.4% | 56.6%-30.2pp | 69.8%-43.3pp | 60.3%-33.9pp |
| Annual return | 20.28% | 17.68%+2.6pp | 20.50%-0.2pp | 29.43%-9.2pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,052 | $2,918-29.7% | $4,008-48.8% | $3,767-45.5% |
| Admin fee / account holder | $4,198 | $3,333+26.0% | $6,956-39.7% | $2,969+41.4% |