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 | $62,942 | $135,952-53.7% | $123,892-49.2% | $273,961-77.0% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 11.46% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,421 | $6,343-46.1% | $5,984-42.8% | $5,287-35.3% |
| Admin fee / account holder | $1,377 | $9,817-86.0% | $8,357-83.5% | $10,132-86.4% |