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 | $66,098-51.3% | $101,794-68.4% | $74,304-56.7% |
| Participation rate | 62.3% | 53.8%+8.6pp | 69.2%-6.9pp | 60.3%+2.0pp |
| Annual return | 15.11% | 19.59%-4.5pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,610 | $2,781-6.1% | $4,084-36.1% | $3,767-30.7% |
| Admin fee / account holder | $3,101 | $4,146-25.2% | $8,777-64.7% | $2,969+4.5% |