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 | $67,211 | $81,248-17.3% | $155,509-56.8% | $80,856-16.9% |
| Participation rate | 18.0% | 66.2%-48.2pp | 78.2%-60.2pp | 67.6%-49.6pp |
| Annual return | 11.66% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $948 | $3,452-72.5% | $5,626-83.2% | $4,296-77.9% |
| Admin fee / account holder | $2,976 | $7,997-62.8% | $15,912-81.3% | $6,918-57.0% |