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 | $62,863 | $67,606-7.0% | $82,313-23.6% | $70,131-10.4% |
| Participation rate | 52.1% | 72.8%-20.6pp | 76.9%-24.8pp | 69.5%-17.4pp |
| Annual return | 25.27% | 21.57%+3.7pp | 25.88%-0.6pp | 73.14%-47.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,756 | $2,987-7.7% | $3,706-25.6% | $3,332-17.3% |
| Admin fee / account holder | $1,786 | $4,512-60.4% | $5,608-68.2% | $4,645-61.6% |