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 5-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 | $24,735 | $46,553-46.9% | $64,056-61.4% | $75,163-67.1% |
| Participation rate | 26.7% | 65.9%-39.3pp | 72.3%-45.6pp | 67.2%-40.5pp |
| Annual return | 16.53% | 26.03%-9.5pp | 33.69%-17.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,433 | $2,837-14.2% | $3,880-37.3% | $4,125-41.0% |
| Admin fee / account holder | $1,240 | $2,952-58.0% | $3,068-59.6% | $5,651-78.1% |