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 | $49,762 | $78,422-36.5% | $95,952-48.1% | $79,858-37.7% |
| Participation rate | 61.5% | 73.5%-11.9pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 15.43% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,567 | $3,440+61.8% | $4,167+33.6% | $3,740+48.9% |
| Admin fee / account holder | $1,690 | $5,622-69.9% | $6,795-75.1% | $5,306-68.1% |