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 | $63,991 | $70,428-9.1% | $96,562-33.7% | $85,850-25.5% |
| Participation rate | 63.0% | 61.8%+1.2pp | 69.8%-6.8pp | 69.3%-6.3pp |
| Annual return | 25.11% | 18.59%+6.5pp | 37.78%-12.7pp | 318.53%-293.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,008 | $2,894-30.6% | $3,849-47.8% | $3,952-49.2% |
| Admin fee / account holder | $2,408 | $4,997-51.8% | $6,181-61.0% | $6,260-61.5% |