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 | $34,735 | $50,972-31.9% | $88,538-60.8% | $72,985-52.4% |
| Participation rate | 24.7% | 63.4%-38.7pp | 68.7%-44.1pp | 69.5%-44.8pp |
| Annual return | 22.03% | 29.62%-7.6pp | 43.64%-21.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,370 | $2,230-38.6% | $2,914-53.0% | $3,607-62.0% |
| Admin fee / account holder | $3,536 | $3,230+9.5% | $4,310-18.0% | $5,124-31.0% |