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 | $68,427 | $123,793-44.7% | $177,821-61.5% | $79,858-14.3% |
| Participation rate | 46.4% | 84.7%-38.2pp | 87.7%-41.3pp | 69.6%-23.2pp |
| Annual return | 17.12% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,787 | $5,956-19.6% | $7,714-37.9% | $3,740+28.0% |
| Admin fee / account holder | $512 | $7,243-92.9% | $12,427-95.9% | $5,306-90.3% |