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 | $47,287 | $76,552-38.2% | $123,892-61.8% | $62,891-24.8% |
| Participation rate | 57.7% | 73.0%-15.3pp | 81.4%-23.7pp | 69.3%-11.6pp |
| Annual return | 27.41% | 18.68%+8.7pp | 47.52%-20.1pp | 20.14%+7.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,785 | $4,840-1.1% | $5,984-20.0% | $3,203+49.4% |
| Admin fee / account holder | $485 | $4,826-90.0% | $8,357-94.2% | $4,296-88.7% |