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 | $27,278 | $47,848-43.0% | $81,478-66.5% | $70,131-61.1% |
| Participation rate | 52.2% | 58.3%-6.1pp | 68.0%-15.8pp | 69.5%-17.4pp |
| Annual return | 15.77% | 27.25%-11.5pp | 38.78%-23.0pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,211 | $2,453-50.6% | $3,537-65.8% | $3,332-63.6% |
| Admin fee / account holder | $1,064 | $3,145-66.2% | $4,561-76.7% | $4,645-77.1% |