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 | $51,651 | $152,460-66.1% | $118,746-56.5% | $147,584-65.0% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.3%-35.4pp | 82.8%-40.0pp |
| Annual return | 12.88% | 17.41%-4.5pp | 24.54%-11.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,619 | $6,212-57.8% | $5,332-50.9% | $5,439-51.8% |
| Admin fee / account holder | $10,400 | $16,953-38.7% | $10,720-3.0% | $10,885-4.5% |