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 | $22,053 | $46,553-52.6% | $64,056-65.6% | $75,163-70.7% |
| Participation rate | 30.4% | 65.9%-35.5pp | 72.3%-41.9pp | 67.2%-36.8pp |
| Annual return | 12.35% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,638 | $2,837-42.3% | $3,880-57.8% | $4,125-60.3% |
| Admin fee / account holder | $1,003 | $2,952-66.0% | $3,068-67.3% | $5,651-82.2% |