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 | $61,550 | $72,277-14.8% | $101,248-39.2% | $79,858-22.9% |
| Participation rate | 30.9% | 68.5%-37.6pp | 75.8%-44.9pp | 69.6%-38.8pp |
| Annual return | 20.99% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,038 | $3,282-37.9% | $4,370-53.4% | $3,740-45.5% |
| Admin fee / account holder | $1,071 | $4,400-75.7% | $5,945-82.0% | $5,306-79.8% |