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 | $123,705 | $176,377-29.9% | $134,143-7.8% | $158,922-22.2% |
| Participation rate | 41.2% | 78.7%-37.5pp | 72.2%-31.0pp | 82.0%-40.8pp |
| Annual return | 9.04% | 63.63%-54.6pp | 36.33%-27.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,274 | $4,091-44.4% | $3,499-35.0% | $5,982-62.0% |
| Admin fee / account holder | $744 | $8,718-91.5% | $6,684-88.9% | $11,246-93.4% |