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 | $69,557 | $90,503-23.1% | $78,689-11.6% | $273,961-74.6% |
| Participation rate | 42.1% | 76.5%-34.4pp | 73.6%-31.5pp | 83.0%-40.9pp |
| Annual return | 19.84% | 75.60%-55.8pp | 62.18%-42.3pp | 41.45%-21.6pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,681 | $3,901+122.5% | $3,517+146.9% | $5,287+64.2% |
| Admin fee / account holder | $2,876 | $5,263-45.3% | $4,510-36.2% | $10,132-71.6% |