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 | $30,006 | $81,460-63.2% | $103,333-71.0% | $80,856-62.9% |
| Participation rate | 35.3% | 66.8%-31.6pp | 74.5%-39.2pp | 67.6%-32.3pp |
| Annual return | 11.66% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,006 | $3,869-48.1% | $5,057-60.3% | $4,296-53.3% |
| Admin fee / account holder | $878 | $6,566-86.6% | $8,355-89.5% | $6,918-87.3% |