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 | $52,439 | $46,553+12.6% | $64,056-18.1% | $75,163-30.2% |
| Participation rate | 22.9% | 65.9%-43.1pp | 72.3%-49.4pp | 67.2%-44.3pp |
| Annual return | 14.54% | 26.03%-11.5pp | 33.69%-19.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,403 | $2,837-15.3% | $3,880-38.1% | $4,125-41.8% |
| Admin fee / account holder | $759 | $2,952-74.3% | $3,068-75.3% | $5,651-86.6% |