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 | $71,307 | $58,523+21.8% | $99,443-28.3% | $72,985-2.3% |
| Participation rate | 31.0% | 64.6%-33.7pp | 73.8%-42.9pp | 69.5%-38.5pp |
| Annual return | 22.04% | 28.51%-6.5pp | 30.72%-8.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,280 | $2,606-12.5% | $3,619-37.0% | $3,607-36.8% |
| Admin fee / account holder | $8,008 | $4,102+95.2% | $6,250+28.1% | $5,124+56.3% |