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 | $31,451 | $51,045-38.4% | $70,515-55.4% | $71,457-56.0% |
| Participation rate | 48.4% | 59.4%-11.1pp | 68.3%-20.0pp | 67.9%-19.6pp |
| Annual return | 19.93% | 42.63%-22.7pp | 32.77%-12.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,159 | $3,026+37.4% | $4,567-8.9% | $4,289-3.0% |
| Admin fee / account holder | $1,447 | $1,994-27.4% | $6,412-77.4% | $1,587-8.8% |