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 | $57,761 | $51,045+13.2% | $70,515-18.1% | $71,457-19.2% |
| Participation rate | 29.9% | 59.4%-29.5pp | 68.3%-38.4pp | 67.9%-38.0pp |
| Annual return | 19.30% | 42.63%-23.3pp | 32.77%-13.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,154 | $3,026-28.8% | $4,567-52.8% | $4,289-49.8% |
| Admin fee / account holder | $1,034 | $1,994-48.2% | $6,412-83.9% | $1,587-34.9% |