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 | $58,840 | $79,944-26.4% | $98,439-40.2% | $75,163-21.7% |
| Participation rate | 58.1% | 70.4%-12.3pp | 75.2%-17.1pp | 67.2%-9.1pp |
| Annual return | 12.84% | 19.75%-6.9pp | 21.16%-8.3pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,651 | $3,752-29.4% | $4,738-44.1% | $4,125-35.7% |
| Admin fee / account holder | $5,763 | $6,840-15.7% | $8,948-35.6% | $5,651+2.0% |