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 | $58,431 | $67,606-13.6% | $82,313-29.0% | $70,131-16.7% |
| Participation rate | 26.2% | 72.8%-46.6pp | 76.9%-50.7pp | 69.5%-43.4pp |
| Annual return | 14.25% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,466 | $2,987-50.9% | $3,706-60.5% | $3,332-56.0% |
| Admin fee / account holder | $2,621 | $4,512-41.9% | $5,608-53.3% | $4,645-43.6% |