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 | $73,233 | $100,923-27.4% | $150,045-51.2% | $74,304-1.4% |
| Participation rate | 24.6% | 70.1%-45.4pp | 82.3%-57.7pp | 60.3%-35.7pp |
| Annual return | 17.83% | 51.77%-33.9pp | 62.55%-44.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $821 | $3,463-76.3% | $4,693-82.5% | $2,241-63.4% |
| Participant deferral / active EE | $2,318 | $6,709-65.5% | $7,997-71.0% | $3,767-38.5% |
| Admin fee / account holder | $13,548 | $2,767+389.7% | $13,435+0.8% | $2,969+356.4% |