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 | $37,616 | $54,762-31.3% | $90,281-58.3% | $72,985-48.5% |
| Participation rate | 62.7% | 65.1%-2.5pp | 73.3%-10.6pp | 69.5%-6.8pp |
| Annual return | 22.48% | 30.63%-8.2pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,824 | $2,887-36.8% | $3,885-53.1% | $3,607-49.4% |
| Admin fee / account holder | $671 | $3,972-83.1% | $5,351-87.5% | $5,124-86.9% |