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 | $43,871 | $93,571-53.1% | $135,903-67.7% | $75,163-41.6% |
| Participation rate | 53.7% | 75.2%-21.5pp | 81.9%-28.2pp | 67.2%-13.5pp |
| Annual return | 21.90% | 30.90%-9.0pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,098 | $6,404-20.4% | $7,758-34.3% | $4,125+23.6% |
| Admin fee / account holder | $1,958 | $6,975-71.9% | $10,762-81.8% | $5,651-65.4% |