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 | $23,054 | $61,272-62.4% | $149,673-84.6% | $71,457-67.7% |
| Participation rate | 34.6% | 62.5%-27.9pp | 78.8%-44.2pp | 67.9%-33.3pp |
| Annual return | 17.09% | 35.85%-18.8pp | 134.42%-117.3pp | 28.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,135 | $2,917-61.1% | $5,680-80.0% | $4,289-73.5% |
| Admin fee / account holder | $403 | $1,261-68.0% | $13,210-96.9% | $1,587-74.6% |