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 | $29,214 | $63,355-53.9% | $91,989-68.2% | $72,985-60.0% |
| Participation rate | 59.6% | 72.5%-12.9pp | 78.6%-19.0pp | 69.5%-9.9pp |
| Annual return | 21.41% | 35.35%-13.9pp | 69.02%-47.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,201 | $4,883-34.5% | $5,923-46.0% | $3,607-11.3% |
| Admin fee / account holder | $422 | $4,668-91.0% | $7,743-94.5% | $5,124-91.8% |