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 | $25,844 | $45,035-42.6% | $62,995-59.0% | $70,131-63.1% |
| Participation rate | 29.4% | 69.5%-40.1pp | 74.8%-45.4pp | 69.5%-40.1pp |
| Annual return | 15.83% | 18.76%-2.9pp | 87.57%-71.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,092 | $2,465-15.1% | $3,329-37.2% | $3,332-37.2% |
| Admin fee / account holder | $1,314 | $2,834-53.6% | $3,600-63.5% | $4,645-71.7% |