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 | $41,152 | $95,453-56.9% | $112,040-63.3% | $82,448-50.1% |
| Participation rate | 44.9% | 72.8%-27.8pp | 76.5%-31.6pp | 68.1%-23.1pp |
| Annual return | 13.58% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,991 | $4,224-52.9% | $5,098-60.9% | $4,139-51.9% |
| Admin fee / account holder | $1,239 | $9,013-86.3% | $12,098-89.8% | $7,234-82.9% |