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 | $54,250 | $76,552-29.1% | $123,892-56.2% | $62,891-13.7% |
| Participation rate | 67.3% | 73.0%-5.7pp | 81.4%-14.1pp | 69.3%-2.0pp |
| Annual return | 5.94% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,694 | $4,840-3.0% | $5,984-21.6% | $3,203+46.6% |
| Admin fee / account holder | $7,069 | $4,826+46.5% | $8,357-15.4% | $4,296+64.6% |