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 | $40,213 | $96,557-58.4% | $80,975-50.3% | $273,961-85.3% |
| Participation rate | 68.8% | 79.1%-10.3pp | 75.8%-7.1pp | 83.0%-14.3pp |
| Annual return | 16.65% | 15.14%+1.5pp | 17.10%-0.5pp | 41.45%-24.8pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,165 | $6,598-21.7% | $5,696-9.3% | $5,287-2.3% |
| Admin fee / account holder | $1,051 | $7,492-86.0% | $5,516-80.9% | $10,132-89.6% |