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 | $67,825 | $152,460-55.5% | $118,746-42.9% | $147,584-54.0% |
| Participation rate | 54.2% | 82.3%-28.1pp | 78.3%-24.1pp | 82.8%-28.7pp |
| Annual return | 13.50% | 17.41%-3.9pp | 24.54%-11.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,591 | $5,046-68.5% | $4,193-62.1% | $4,876-67.4% |
| Participant deferral / active EE | $2,234 | $6,212-64.0% | $5,332-58.1% | $5,439-58.9% |
| Admin fee / account holder | $15,592 | $16,953-8.0% | $10,720+45.4% | $10,885+43.2% |