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 | $48,418 | $80,968-40.2% | $96,544-49.8% | $75,163-35.6% |
| Participation rate | 52.2% | 71.8%-19.6pp | 76.0%-23.8pp | 67.2%-15.0pp |
| Annual return | 23.92% | 27.06%-3.1pp | 25.84%-1.9pp | 160.62%-136.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,754 | $3,928+46.5% | $4,851+18.6% | $4,125+39.5% |
| Admin fee / account holder | $314 | $6,724-95.3% | $8,252-96.2% | $5,651-94.4% |