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 | $70,187 | $59,839+17.3% | $81,983-14.4% | $79,858-12.1% |
| Participation rate | 32.0% | 61.6%-29.6pp | 69.2%-37.2pp | 69.6%-37.6pp |
| Annual return | 13.45% | 17.56%-4.1pp | 41.31%-27.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,300 | $2,695-51.8% | $3,722-65.1% | $3,740-65.2% |
| Admin fee / account holder | $1,716 | $4,287-60.0% | $5,664-69.7% | $5,306-67.7% |