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 7-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 | $36,506 | $86,944-58.0% | $107,525-66.0% | $74,304-50.9% |
| Participation rate | 27.1% | 59.6%-32.5pp | 75.1%-48.0pp | 60.3%-33.3pp |
| Annual return | 19.10% | 23.52%-4.4pp | 181.32%-162.2pp | 29.43%-10.3pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,428 | $3,554-31.7% | $5,116-52.5% | $3,767-35.5% |
| Admin fee / account holder | $2,878 | $3,727-22.8% | $8,919-67.7% | $2,969-3.1% |