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 | $68,569 | $63,355+8.2% | $91,989-25.5% | $72,985-6.1% |
| Participation rate | 26.1% | 72.5%-46.4pp | 78.6%-52.5pp | 69.5%-43.4pp |
| Annual return | 24.93% | 35.35%-10.4pp | 69.02%-44.1pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,752 | $4,883-23.2% | $5,923-36.7% | $3,607+4.0% |
| Admin fee / account holder | $892 | $4,668-80.9% | $7,743-88.5% | $5,124-82.6% |