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 | $26,479 | $56,277-52.9% | $80,975-67.3% | $62,891-57.9% |
| Participation rate | 42.6% | 69.0%-26.4pp | 75.8%-33.2pp | 69.3%-26.7pp |
| Annual return | 7.77% | 22.12%-14.3pp | 17.10%-9.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,869 | $4,195-55.5% | $5,696-67.2% | $3,203-41.6% |
| Admin fee / account holder | $467 | $3,741-87.5% | $5,516-91.5% | $4,296-89.1% |