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 | $34,733 | $65,246-46.8% | $98,716-64.8% | $67,986-48.9% |
| Participation rate | 49.5% | 51.4%-1.9pp | 69.3%-19.7pp | 57.2%-7.7pp |
| Annual return | 19.27% | 20.58%-1.3pp | 31.81%-12.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,659 | $2,594-36.0% | $4,048-59.0% | $3,358-50.6% |
| Admin fee / account holder | $2,335 | $4,561-48.8% | $8,703-73.2% | $3,203-27.1% |