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 | $68,497 | $105,859-35.3% | $90,160-24.0% | $147,584-53.6% |
| Participation rate | 60.9% | 79.7%-18.9pp | 76.9%-16.0pp | 82.8%-22.0pp |
| Annual return | 11.70% | 37.63%-25.9pp | 34.88%-23.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,954 | $5,733-31.0% | $5,288-25.2% | $5,439-27.3% |
| Admin fee / account holder | $1,016 | $8,046-87.4% | $5,943-82.9% | $10,885-90.7% |