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 | $22,776 | $46,553-51.1% | $64,056-64.4% | $75,163-69.7% |
| Participation rate | 34.2% | 65.9%-31.7pp | 72.3%-38.1pp | 67.2%-33.0pp |
| Annual return | 16.53% | 26.03%-9.5pp | 33.69%-17.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,295 | $2,837-19.1% | $3,880-40.9% | $4,125-44.4% |
| Admin fee / account holder | $884 | $2,952-70.1% | $3,068-71.2% | $5,651-84.4% |