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 | $33,176 | $116,175-71.4% | $93,606-64.6% | $152,861-78.3% |
| Participation rate | 27.3% | 78.0%-50.8pp | 75.8%-48.6pp | 82.4%-55.2pp |
| Annual return | 18.98% | 35.96%-17.0pp | 32.76%-13.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,819 | $4,603-60.5% | $4,069-55.3% | $5,850-68.9% |
| Admin fee / account holder | $7,022 | $10,748-34.7% | $7,888-11.0% | $11,596-39.4% |