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 | $33,289 | $113,339-70.6% | $94,993-65.0% | $147,584-77.4% |
| Participation rate | 43.8% | 78.0%-34.2pp | 73.9%-30.1pp | 82.8%-39.1pp |
| Annual return | 21.91% | 20.77%+1.1pp | 27.12%-5.2pp | 578.55%-556.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,148 | $3,777-43.1% | $3,317-35.2% | $5,439-60.5% |
| Admin fee / account holder | $3,079 | $6,063-49.2% | $4,960-37.9% | $10,885-71.7% |