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 | $23,992 | $73,933-67.5% | $96,683-75.2% | $75,163-68.1% |
| Participation rate | 47.9% | 66.4%-18.5pp | 74.3%-26.4pp | 67.2%-19.3pp |
| Annual return | 13.45% | 26.70%-13.3pp | 35.69%-22.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,168 | $3,659-40.8% | $4,878-55.6% | $4,125-47.5% |
| Admin fee / account holder | $1,265 | $5,216-75.7% | $6,730-81.2% | $5,651-77.6% |