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 | $48,216 | $86,699-44.4% | $73,307-34.2% | $125,391-61.5% |
| Participation rate | 43.5% | 78.6%-35.1pp | 74.9%-31.4pp | 83.2%-39.7pp |
| Annual return | 1.43% | 2.78%-1.3pp | 5.67%-4.2pp | 282.22%-280.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,077 | $5,550-8.5% | $4,991+1.7% | $5,352-5.1% |
| Admin fee / account holder | $9,693 | $7,771+24.7% | $5,637+72.0% | $9,540+1.6% |