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 | $66,820 | $179,726-62.8% | $156,263-57.2% | $142,382-53.1% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 13.93% | 77.86%-63.9pp | 59.47%-45.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,466 | $6,956-50.2% | $6,158-43.7% | $6,507-46.7% |
| Admin fee / account holder | $9,367 | $17,272-45.8% | $14,255-34.3% | $12,624-25.8% |