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 | $103,565 | $162,781-36.4% | $133,956-22.7% | $158,922-34.8% |
| Participation rate | 43.8% | 83.2%-39.5pp | 79.8%-36.1pp | 82.0%-38.2pp |
| Annual return | 23.69% | 41.94%-18.3pp | 45.09%-21.4pp | 302.83%-279.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,725 | $5,911-37.0% | $5,048-26.2% | $5,982-37.7% |
| Admin fee / account holder | $6,877 | $11,736-41.4% | $8,927-23.0% | $11,246-38.8% |