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 | $53,191 | $60,795-12.5% | $69,455-23.4% | $65,185-18.4% |
| Participation rate | 39.4% | 74.9%-35.4pp | 74.6%-35.2pp | 70.2%-30.8pp |
| Annual return | 20.59% | 17.46%+3.1pp | 28.97%-8.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,537 | $3,162-19.8% | $3,535-28.2% | $3,514-27.8% |
| Admin fee / account holder | $454 | $314+44.6% | $3,839-88.2% | $847-46.5% |