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 | $62,975 | $60,349+4.4% | $74,183-15.1% | $62,891+0.1% |
| Participation rate | 57.8% | 72.7%-14.9pp | 76.6%-18.8pp | 69.3%-11.5pp |
| Annual return | 17.05% | 21.37%-4.3pp | 17.74%-0.7pp | 20.14%-3.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,076 | $2,856+147.7% | $3,550+99.3% | $3,203+120.9% |
| Admin fee / account holder | $6,617 | $4,261+55.3% | $5,586+18.5% | $4,296+54.0% |