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 | $42,392 | $64,348-34.1% | $90,160-53.0% | $70,131-39.6% |
| Participation rate | 56.1% | 70.4%-14.3pp | 76.9%-20.7pp | 69.5%-13.4pp |
| Annual return | 35.73% | 28.13%+7.6pp | 34.88%+0.8pp | 73.14%-37.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,768 | $4,389+122.6% | $5,288+84.7% | $3,332+193.2% |
| Admin fee / account holder | $4,313 | $3,944+9.4% | $5,943-27.4% | $4,645-7.2% |