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 | $35,619 | $45,073-21.0% | $69,455-48.7% | $72,985-51.2% |
| Participation rate | 32.3% | 68.5%-36.2pp | 74.6%-42.3pp | 69.5%-37.2pp |
| Annual return | 21.38% | 22.65%-1.3pp | 28.97%-7.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,042 | $2,602-59.9% | $3,535-70.5% | $3,607-71.1% |
| Admin fee / account holder | $804 | $3,056-73.7% | $3,839-79.1% | $5,124-84.3% |