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 | $13,301 | $57,016-76.7% | $84,966-84.3% | $80,856-83.6% |
| Participation rate | 52.5% | 56.3%-3.8pp | 67.5%-15.0pp | 67.6%-15.1pp |
| Annual return | 16.00% | 21.66%-5.7pp | 66.38%-50.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,006 | $3,110-67.6% | $4,519-77.7% | $4,296-76.6% |
| Admin fee / account holder | $462 | $4,980-90.7% | $6,149-92.5% | $6,918-93.3% |