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 | $26,309 | $43,075-38.9% | $74,583-64.7% | $62,891-58.2% |
| Participation rate | 52.4% | 58.1%-5.7pp | 68.1%-15.7pp | 69.3%-16.9pp |
| Annual return | 5.30% | 17.50%-12.2pp | 20.47%-15.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,608 | $2,389-32.7% | $3,458-53.5% | $3,203-49.8% |
| Admin fee / account holder | $4,338 | $2,840+52.7% | $4,138+4.8% | $4,296+1.0% |