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 | $67,001 | $53,777+24.6% | $134,143-50.1% | $79,858-16.1% |
| Participation rate | 22.3% | 58.8%-36.4pp | 72.2%-49.8pp | 69.6%-47.3pp |
| Annual return | 12.66% | 19.01%-6.3pp | 36.33%-23.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,045 | $2,420-56.8% | $3,499-70.1% | $3,740-72.1% |
| Admin fee / account holder | $5,000 | $3,984+25.5% | $6,684-25.2% | $5,306-5.8% |