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 | $35,514 | $59,097-39.9% | $82,389-56.9% | $74,304-52.2% |
| Participation rate | 39.0% | 52.8%-13.8pp | 69.5%-30.6pp | 60.3%-21.4pp |
| Annual return | 16.13% | 22.85%-6.7pp | 28.67%-12.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,698 | $2,775-38.8% | $4,155-59.1% | $3,767-54.9% |
| Admin fee / account holder | $9,242 | $4,489+105.9% | $7,231+27.8% | $2,969+211.3% |