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 | $74,388 | $64,121+16.0% | $78,805-5.6% | $116,875-36.4% |
| Participation rate | 59.4% | 71.0%-11.6pp | 73.6%-14.2pp | 74.5%-15.2pp |
| Annual return | 13.14% | 16.32%-3.2pp | -2.71%+15.9pp | 16.29%-3.2pp |
| Employer contribution / active EE | $0 | $2,257-100.0% | $4,059-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $2,573 | $2,757-6.7% | $3,584-28.2% | $3,885-33.8% |
| Admin fee / account holder | $8,774 | $5,745+52.7% | $5,677+54.6% | $12,263-28.5% |