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 | $31,492 | $50,958-38.2% | $74,550-57.8% | $64,186-50.9% |
| Participation rate | 57.4% | 61.1%-3.7pp | 69.1%-11.8pp | 69.6%-12.2pp |
| Annual return | 3.24% | -1.86%+5.1pp | 32.53%-29.3pp | 7.63%-4.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,468 | $2,301-36.2% | $3,108-52.8% | $3,470-57.7% |
| Admin fee / account holder | $4,605 | $4,223+9.1% | $5,060-9.0% | $4,888-5.8% |