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 | $56,614 | $49,227+15.0% | $70,449-19.6% | $79,858-29.1% |
| Participation rate | 43.2% | 69.2%-26.0pp | 75.1%-31.9pp | 69.6%-26.5pp |
| Annual return | 14.25% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,240 | $2,768-19.0% | $3,709-39.6% | $3,740-40.1% |
| Admin fee / account holder | $4,030 | $2,878+40.0% | $3,845+4.8% | $5,306-24.1% |