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 | $43,815 | $96,956-54.8% | $70,014-37.4% | $273,961-84.0% |
| Participation rate | 65.2% | 77.1%-11.8pp | 71.8%-6.6pp | 83.0%-17.8pp |
| Annual return | 8.07% | 12.93%-4.9pp | 12.99%-4.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,075 | $3,744-44.6% | $2,931-29.2% | $5,287-60.7% |
| Admin fee / account holder | $564 | $7,934-92.9% | $4,380-87.1% | $10,132-94.4% |