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 | $31,291 | $46,869-33.2% | $122,332-74.4% | $70,131-55.4% |
| Participation rate | 51.2% | 58.2%-7.0pp | 71.6%-20.5pp | 69.5%-18.4pp |
| Annual return | 17.37% | 24.22%-6.8pp | 30.27%-12.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,941 | $2,166-10.4% | $3,287-41.0% | $3,332-41.7% |
| Admin fee / account holder | $1,439 | $3,322-56.7% | $5,478-73.7% | $4,645-69.0% |