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 | $73,271 | $80,673-9.2% | $101,326-27.7% | $84,808-13.6% |
| Participation rate | 61.7% | 77.8%-16.1pp | 81.5%-19.8pp | 68.3%-6.6pp |
| Annual return | 27.44% | 38.95%-11.5pp | 36.82%-9.4pp | 40.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,218 | $6,840-9.1% | $7,994-22.2% | $4,212+47.6% |
| Admin fee / account holder | $6,792 | $12,784-46.9% | $11,185-39.3% | $7,344-7.5% |