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 | $43,641 | $104,251-58.1% | $91,001-52.0% | $147,584-70.4% |
| Participation rate | 35.7% | 78.2%-42.5pp | 75.6%-39.9pp | 82.8%-47.1pp |
| Annual return | 19.95% | 27.06%-7.1pp | 4.60%+15.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,646 | $4,195+34.6% | $3,547+59.2% | $5,439+3.8% |
| Admin fee / account holder | $6,487 | $8,948-27.5% | $5,417+19.7% | $10,885-40.4% |