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 | $62,661 | $86,332-27.4% | $125,175-49.9% | $65,185-3.9% |
| Participation rate | 38.0% | 75.3%-37.4pp | 79.8%-41.8pp | 70.2%-32.2pp |
| Annual return | 23.32% | 27.43%-4.1pp | 43.79%-20.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,362 | $3,537+23.3% | $4,937-11.6% | $3,514+24.1% |
| Admin fee / account holder | $1,246 | $609+104.5% | $9,702-87.2% | $847+47.1% |