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 | $38,560 | $69,977-44.9% | $108,579-64.5% | $62,891-38.7% |
| Participation rate | 35.7% | 72.9%-37.2pp | 79.6%-43.9pp | 69.3%-33.6pp |
| Annual return | 9.92% | 10.73%-0.8pp | -51.70%+61.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,828 | $3,165-10.6% | $4,311-34.4% | $3,203-11.7% |
| Admin fee / account holder | $2,231 | $5,076-56.1% | $7,645-70.8% | $4,296-48.1% |