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 | $30,022 | $47,848-37.3% | $81,478-63.2% | $70,131-57.2% |
| Participation rate | 31.4% | 58.3%-26.9pp | 68.0%-36.6pp | 69.5%-38.2pp |
| Annual return | 23.80% | 27.25%-3.4pp | 38.78%-15.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,381 | $2,453+37.8% | $3,537-4.4% | $3,332+1.5% |
| Admin fee / account holder | $743 | $3,145-76.4% | $4,561-83.7% | $4,645-84.0% |