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 | $54,041 | $49,227+9.8% | $70,449-23.3% | $79,858-32.3% |
| Participation rate | 46.6% | 69.2%-22.6pp | 75.1%-28.5pp | 69.6%-23.1pp |
| Annual return | 23.29% | 30.06%-6.8pp | 109.03%-85.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,976 | $2,768+115.9% | $3,709+61.1% | $3,740+59.8% |
| Admin fee / account holder | $2,384 | $2,878-17.2% | $3,845-38.0% | $5,306-55.1% |