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 | $41,311 | $65,041-36.5% | $90,951-54.6% | $79,858-48.3% |
| Participation rate | 65.0% | 61.6%+3.4pp | 69.0%-4.0pp | 69.6%-4.6pp |
| Annual return | 19.88% | 30.45%-10.6pp | 134.60%-114.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,764 | $2,512+10.0% | $3,373-18.1% | $3,740-26.1% |
| Admin fee / account holder | $850 | $4,536-81.3% | $5,959-85.7% | $5,306-84.0% |