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 | $82,573 | $53,777+53.5% | $134,143-38.4% | $79,858+3.4% |
| Participation rate | 57.7% | 58.8%-1.1pp | 72.2%-14.5pp | 69.6%-11.9pp |
| Annual return | 14.44% | 19.01%-4.6pp | 36.33%-21.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,314 | $2,420+36.9% | $3,499-5.3% | $3,740-11.4% |
| Admin fee / account holder | $4,242 | $3,984+6.5% | $6,684-36.5% | $5,306-20.1% |