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 | $42,330 | $46,869-9.7% | $122,332-65.4% | $70,131-39.6% |
| Participation rate | 41.8% | 58.2%-16.4pp | 71.6%-29.8pp | 69.5%-27.7pp |
| Annual return | 16.52% | 24.22%-7.7pp | 30.27%-13.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,980 | $2,166+37.6% | $3,287-9.3% | $3,332-10.5% |
| Admin fee / account holder | $2,486 | $3,322-25.2% | $5,478-54.6% | $4,645-46.5% |