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 | $40,358 | $118,450-65.9% | $98,439-59.0% | $139,434-71.1% |
| Participation rate | 45.0% | 77.4%-32.4pp | 75.2%-30.2pp | 80.3%-35.3pp |
| Annual return | 11.79% | 18.94%-7.1pp | 21.16%-9.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,802 | $5,392-66.6% | $4,738-62.0% | $6,710-73.1% |
| Admin fee / account holder | $8,576 | $14,026-38.9% | $8,948-4.1% | $11,403-24.8% |