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 | $78,148 | $101,763-23.2% | $164,866-52.6% | $80,874-3.4% |
| Participation rate | 45.3% | 71.8%-26.5pp | 78.6%-33.3pp | 67.6%-22.4pp |
| Annual return | 12.16% | 16.73%-4.6pp | 69.97%-57.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,378 | $4,477-46.9% | $6,033-60.6% | $4,297-44.7% |
| Admin fee / account holder | $4,056 | $8,228-50.7% | $12,689-68.0% | $6,935-41.5% |