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 | $67,553 | $100,923-33.1% | $150,045-55.0% | $74,304-9.1% |
| Participation rate | 34.2% | 70.1%-35.9pp | 82.3%-48.1pp | 60.3%-26.2pp |
| Annual return | 14.74% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,236 | $6,709-7.1% | $7,997-22.0% | $3,767+65.5% |
| Admin fee / account holder | $6,903 | $2,767+149.5% | $13,435-48.6% | $2,969+132.5% |