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 7-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 | $11,462 | $57,016-79.9% | $84,966-86.5% | $80,856-85.8% |
| Participation rate | 29.3% | 56.3%-27.1pp | 67.5%-38.2pp | 67.6%-38.4pp |
| Annual return | 10.82% | 21.66%-10.8pp | 66.38%-55.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $910 | $3,110-70.7% | $4,519-79.9% | $4,296-78.8% |
| Admin fee / account holder | $2,856 | $4,980-42.7% | $6,149-53.5% | $6,918-58.7% |