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 | $32,158 | $65,246-50.7% | $98,716-67.4% | $67,986-52.7% |
| Participation rate | 62.3% | 51.4%+10.9pp | 69.3%-7.0pp | 57.2%+5.1pp |
| Annual return | 15.11% | 20.58%-5.5pp | 31.81%-16.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,610 | $2,594+0.6% | $4,048-35.5% | $3,358-22.3% |
| Admin fee / account holder | $3,101 | $4,561-32.0% | $8,703-64.4% | $3,203-3.2% |