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 | $32,258 | $94,625-65.9% | $116,228-72.2% | $84,808-62.0% |
| Participation rate | 42.3% | 70.4%-28.1pp | 74.6%-32.2pp | 68.3%-26.0pp |
| Annual return | 14.16% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,774 | $3,972-30.2% | $4,953-44.0% | $4,212-34.1% |
| Admin fee / account holder | $2,496 | $10,091-75.3% | $11,989-79.2% | $7,344-66.0% |