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 | $68,143 | $45,073+51.2% | $69,455-1.9% | $72,985-6.6% |
| Participation rate | 34.7% | 68.5%-33.8pp | 74.6%-39.9pp | 69.5%-34.8pp |
| Annual return | 22.00% | 22.65%-0.6pp | 28.97%-7.0pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,454 | $2,602-5.7% | $3,535-30.6% | $3,607-32.0% |
| Admin fee / account holder | $18,124 | $3,056+493.2% | $3,839+372.1% | $5,124+253.7% |