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 | $37,034 | $91,552-59.5% | $133,956-72.4% | $79,858-53.6% |
| Participation rate | 47.2% | 73.3%-26.1pp | 79.8%-32.6pp | 69.6%-22.4pp |
| Annual return | 20.13% | 61.85%-41.7pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,715 | $3,733-0.5% | $5,048-26.4% | $3,740-0.7% |
| Admin fee / account holder | $3,018 | $6,321-52.2% | $8,927-66.2% | $5,306-43.1% |