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 | $34,291 | $59,839-42.7% | $81,983-58.2% | $79,858-57.1% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.2%-44.2pp | 69.6%-44.6pp |
| Annual return | 10.71% | 17.56%-6.8pp | 41.31%-30.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,049 | $2,695-61.1% | $3,722-71.8% | $3,740-71.9% |
| Admin fee / account holder | $7,432 | $4,287+73.4% | $5,664+31.2% | $5,306+40.1% |