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 5-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 | $28,488 | $66,098-56.9% | $101,794-72.0% | $74,304-61.7% |
| Participation rate | 41.6% | 53.8%-12.2pp | 69.2%-27.6pp | 60.3%-18.8pp |
| Annual return | 18.90% | 19.59%-0.7pp | 30.53%-11.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,445 | $2,781+23.9% | $4,084-15.7% | $3,767-8.6% |
| Admin fee / account holder | $2,602 | $4,146-37.3% | $8,777-70.4% | $2,969-12.4% |