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 8-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 | $12,637 | $73,867-82.9% | $143,757-91.2% | $68,494-81.5% |
| Participation rate | 31.6% | 66.7%-35.1pp | 80.3%-48.7pp | 67.9%-36.3pp |
| Annual return | 15.34% | 1.01%+14.3pp | -0.04%+15.4pp | -7.84%+23.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,238 | $3,384-33.9% | $5,637-60.3% | $4,027-44.4% |
| Admin fee / account holder | $665 | $5,755-88.5% | $14,673-95.5% | $5,403-87.7% |