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 | $40,672 | $58,523-30.5% | $99,443-59.1% | $72,985-44.3% |
| Participation rate | 59.6% | 64.6%-5.0pp | 73.8%-14.2pp | 69.5%-9.8pp |
| Annual return | 22.34% | 28.51%-6.2pp | 30.72%-8.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,402 | $2,606-7.8% | $3,619-33.6% | $3,607-33.4% |
| Admin fee / account holder | $4,617 | $4,102+12.6% | $6,250-26.1% | $5,124-9.9% |