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 | $54,314 | $162,781-66.6% | $133,956-59.5% | $158,922-65.8% |
| Participation rate | 52.4% | 83.2%-30.8pp | 79.8%-27.5pp | 82.0%-29.6pp |
| Annual return | 16.96% | 41.94%-25.0pp | 45.09%-28.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,383 | $5,911-25.9% | $5,048-13.2% | $5,982-26.7% |
| Admin fee / account holder | $799 | $11,736-93.2% | $8,927-91.1% | $11,246-92.9% |