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 | $46,256 | $56,317-17.9% | $71,209-35.0% | $74,304-37.7% |
| Participation rate | 42.2% | 55.1%-12.9pp | 73.8%-31.5pp | 60.3%-18.1pp |
| Annual return | 17.38% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,952 | $2,788-30.0% | $4,175-53.3% | $3,767-48.2% |
| Admin fee / account holder | $1,098 | $2,290-52.0% | $5,349-79.5% | $2,969-63.0% |