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 | $46,609 | $78,672-40.8% | $109,143-57.3% | $85,850-45.7% |
| Participation rate | 54.6% | 68.3%-13.6pp | 75.9%-21.2pp | 69.3%-14.7pp |
| Annual return | 11.94% | 25.09%-13.1pp | 25.75%-13.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,412 | $3,467-30.4% | $4,653-48.2% | $3,952-39.0% |
| Admin fee / account holder | $3,184 | $5,469-41.8% | $6,752-52.8% | $6,260-49.1% |