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 | $35,924 | $81,208-55.8% | $98,907-63.7% | $79,858-55.0% |
| Participation rate | 54.2% | 72.5%-18.3pp | 76.0%-21.8pp | 69.6%-15.4pp |
| Annual return | 12.62% | 60.99%-48.4pp | 196.43%-183.8pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,843 | $3,265-43.5% | $4,244-56.6% | $3,740-50.7% |
| Admin fee / account holder | $4,072 | $6,013-32.3% | $6,642-38.7% | $5,306-23.3% |