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 | $64,509 | $67,606-4.6% | $82,313-21.6% | $70,131-8.0% |
| Participation rate | 52.2% | 72.8%-20.5pp | 76.9%-24.7pp | 69.5%-17.3pp |
| Annual return | 16.01% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,328 | $2,987-22.1% | $3,706-37.2% | $3,332-30.1% |
| Admin fee / account holder | $2,988 | $4,512-33.8% | $5,608-46.7% | $4,645-35.7% |