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 | $52,607 | $58,512-10.1% | $84,015-37.4% | $72,985-27.9% |
| Participation rate | 41.7% | 61.2%-19.6pp | 69.0%-27.3pp | 69.5%-27.8pp |
| Annual return | 20.90% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,634 | $2,394+51.8% | $3,239+12.2% | $3,607+0.7% |
| Admin fee / account holder | $1,302 | $4,569-71.5% | $6,101-78.7% | $5,124-74.6% |