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 | $64,805 | $109,413-40.8% | $156,263-58.5% | $84,808-23.6% |
| Participation rate | 35.1% | 72.7%-37.6pp | 78.9%-43.9pp | 68.3%-33.3pp |
| Annual return | 18.60% | 20.18%-1.6pp | 59.47%-40.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,438 | $4,590-46.9% | $6,158-60.4% | $4,212-42.1% |
| Admin fee / account holder | $9,078 | $9,357-3.0% | $14,255-36.3% | $7,344+23.6% |