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 | $63,499 | $87,841-27.7% | $133,980-52.6% | $62,891+1.0% |
| Participation rate | 62.2% | 83.4%-21.2pp | 87.1%-24.9pp | 69.3%-7.1pp |
| Annual return | 6.59% | 12.05%-5.5pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,261 | $4,812-11.4% | $6,282-32.2% | $3,203+33.0% |
| Admin fee / account holder | $4,441 | $5,371-17.3% | $9,324-52.4% | $4,296+3.4% |