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 | $70,218 | $79,944-12.2% | $98,439-28.7% | $75,163-6.6% |
| Participation rate | 36.2% | 70.4%-34.2pp | 75.2%-39.0pp | 67.2%-31.0pp |
| Annual return | 16.19% | 19.75%-3.6pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,811 | $3,752+1.6% | $4,738-19.6% | $4,125-7.6% |
| Admin fee / account holder | $1,996 | $6,840-70.8% | $8,948-77.7% | $5,651-64.7% |