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 | $50,210 | $85,202-41.1% | $172,739-70.9% | $72,985-31.2% |
| Participation rate | 24.2% | 70.1%-45.9pp | 82.6%-58.5pp | 69.5%-45.3pp |
| Annual return | 18.49% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,413 | $3,324-57.5% | $5,143-72.5% | $2,440-42.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,866 | $5,884-51.3% | $13,954-79.5% | $5,124-44.1% |