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 | $36,092 | $45,073-19.9% | $69,455-48.0% | $72,985-50.5% |
| Participation rate | 35.7% | 68.5%-32.8pp | 74.6%-38.9pp | 69.5%-33.8pp |
| Annual return | 21.90% | 22.65%-0.7pp | 28.97%-7.1pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,576 | $2,602-1.0% | $3,535-27.1% | $3,607-28.6% |
| Admin fee / account holder | $601 | $3,056-80.3% | $3,839-84.3% | $5,124-88.3% |