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 | $26,668 | $117,983-77.4% | $101,794-73.8% | $142,382-81.3% |
| Participation rate | 30.4% | 74.2%-43.8pp | 69.2%-38.7pp | 80.1%-49.7pp |
| Annual return | 13.51% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,319 | $4,714-72.0% | $4,084-67.7% | $6,507-79.7% |
| Admin fee / account holder | $2,008 | $10,433-80.8% | $8,777-77.1% | $12,624-84.1% |