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 | $57,541 | $93,571-38.5% | $135,903-57.7% | $75,163-23.4% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 23.72% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,135 | $6,404-51.0% | $7,758-59.6% | $4,125-24.0% |
| Admin fee / account holder | $1,651 | $6,975-76.3% | $10,762-84.7% | $5,651-70.8% |