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 | $39,288 | $100,923-61.1% | $150,045-73.8% | $74,304-47.1% |
| Participation rate | 31.1% | 70.1%-38.9pp | 82.3%-51.2pp | 60.3%-29.2pp |
| Annual return | 14.91% | 51.77%-36.9pp | 62.55%-47.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,631 | $6,709-45.9% | $7,997-54.6% | $3,767-3.6% |
| Admin fee / account holder | $4,971 | $2,767+79.7% | $13,435-63.0% | $2,969+67.4% |