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 | $54,649 | $80,673-32.3% | $101,326-46.1% | $84,808-35.6% |
| Participation rate | 64.6% | 77.8%-13.1pp | 81.5%-16.9pp | 68.3%-3.7pp |
| Annual return | 18.63% | 38.95%-20.3pp | 36.82%-18.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,777 | $6,840-30.2% | $7,994-40.2% | $4,212+13.4% |
| Admin fee / account holder | $3,981 | $12,784-68.9% | $11,185-64.4% | $7,344-45.8% |