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 | $49,172 | $49,915-1.5% | $154,803-68.2% | $74,304-33.8% |
| Participation rate | 11.9% | 54.0%-42.1pp | 78.1%-66.2pp | 60.3%-48.5pp |
| Annual return | 15.25% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,207 | $2,255-46.5% | $5,540-78.2% | $3,767-68.0% |
| Admin fee / account holder | $1,515 | $2,189-30.8% | $14,329-89.4% | $2,969-49.0% |