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 | $60,129 | $67,411-10.8% | $91,001-33.9% | $70,131-14.3% |
| Participation rate | 28.4% | 71.4%-43.0pp | 75.6%-47.2pp | 69.5%-41.2pp |
| Annual return | 14.91% | -40.16%+55.1pp | 4.60%+10.3pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,317 | $2,823-53.3% | $3,547-62.9% | $3,332-60.5% |
| Admin fee / account holder | $2,130 | $4,236-49.7% | $5,417-60.7% | $4,645-54.2% |