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 | $56,905 | $96,557-41.1% | $80,975-29.7% | $273,961-79.2% |
| Participation rate | 33.3% | 79.1%-45.8pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,519 | $4,868-68.8% | $3,714-59.1% | $4,869-68.8% |
| Participant deferral / active EE | $2,179 | $6,598-67.0% | $5,696-61.7% | $5,287-58.8% |
| Admin fee / account holder | $340 | $7,492-95.5% | $5,516-93.8% | $10,132-96.6% |