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 | $67,756 | $57,065+18.7% | $75,670-10.5% | $70,131-3.4% |
| Participation rate | 42.9% | 68.1%-25.2pp | 72.3%-29.5pp | 69.5%-26.7pp |
| Annual return | 16.48% | 23.57%-7.1pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,076 | $2,580-58.3% | $3,142-65.8% | $3,332-67.7% |
| Admin fee / account holder | $4,134 | $3,825+8.1% | $5,800-28.7% | $4,645-11.0% |