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 | $51,921 | $51,638+0.5% | $68,368-24.1% | $82,448-37.0% |
| Participation rate | 52.9% | 63.6%-10.7pp | 73.8%-20.8pp | 68.1%-15.1pp |
| Annual return | 18.50% | 37.53%-19.0pp | 292.57%-274.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,201 | $2,914+9.9% | $4,123-22.4% | $4,139-22.7% |
| Admin fee / account holder | $8,316 | $4,643+79.1% | $5,150+61.5% | $7,234+14.9% |