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 | $32,064 | $46,869-31.6% | $122,332-73.8% | $70,131-54.3% |
| Participation rate | 26.0% | 58.2%-32.2pp | 71.6%-45.6pp | 69.5%-43.5pp |
| Annual return | 19.62% | 24.22%-4.6pp | 30.27%-10.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,071 | $2,166-50.5% | $3,287-67.4% | $3,332-67.8% |
| Admin fee / account holder | $313 | $3,322-90.6% | $5,478-94.3% | $4,645-93.3% |