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 | $80,017 | $95,803-16.5% | $113,168-29.3% | $84,808-5.6% |
| Participation rate | 12.0% | 72.9%-60.9pp | 76.6%-64.6pp | 68.3%-56.3pp |
| Annual return | 19.42% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,940 | $4,242-30.7% | $5,107-42.4% | $4,212-30.2% |
| Admin fee / account holder | $1,049 | $8,989-88.3% | $12,068-91.3% | $7,344-85.7% |