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 | $28,462 | $109,881-74.1% | $150,045-81.0% | $84,808-66.4% |
| Participation rate | 66.2% | 76.1%-9.9pp | 82.3%-16.1pp | 68.3%-2.1pp |
| Annual return | 16.67% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,716 | $6,636-44.0% | $7,997-53.5% | $4,212-11.8% |
| Admin fee / account holder | $1,715 | $8,568-80.0% | $13,435-87.2% | $7,344-76.6% |