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 | $65,258 | $64,348+1.4% | $90,160-27.6% | $70,131-6.9% |
| Participation rate | 51.9% | 70.4%-18.5pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 20.55% | 28.13%-7.6pp | 34.88%-14.3pp | 73.14%-52.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,978 | $4,389+13.4% | $5,288-5.9% | $3,332+49.4% |
| Admin fee / account holder | $5,493 | $3,944+39.3% | $5,943-7.6% | $4,645+18.2% |