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 | $65,752 | $73,787-10.9% | $98,716-33.4% | $82,448-20.2% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.3%-16.5pp | 68.1%-15.2pp |
| Annual return | 16.56% | 18.57%-2.0pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,216 | $1,511-19.5% | $2,279-46.6% | $2,551-52.3% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,376 | $6,500-78.8% | $8,703-84.2% | $7,234-81.0% |