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 | $49,821 | $73,787-32.5% | $98,716-49.5% | $82,448-39.6% |
| Participation rate | 55.1% | 61.4%-6.3pp | 69.3%-14.2pp | 68.1%-13.0pp |
| Annual return | 15.78% | 18.57%-2.8pp | 31.81%-16.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,080 | $3,081-0.1% | $4,048-23.9% | $4,139-25.6% |
| Admin fee / account holder | $2,187 | $6,500-66.4% | $8,703-74.9% | $7,234-69.8% |