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 | $56,954 | $58,512-2.7% | $84,015-32.2% | $72,985-22.0% |
| Participation rate | 32.5% | 61.2%-28.7pp | 69.0%-36.5pp | 69.5%-37.0pp |
| Annual return | 17.13% | 28.93%-11.8pp | 71.31%-54.2pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,166 | $2,394-9.5% | $3,239-33.1% | $3,607-40.0% |
| Admin fee / account holder | $1,067 | $4,569-76.6% | $6,101-82.5% | $5,124-79.2% |