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 | $62,207 | $78,422-20.7% | $95,952-35.2% | $79,858-22.1% |
| Participation rate | 52.2% | 73.5%-21.3pp | 77.1%-24.9pp | 69.6%-17.5pp |
| Annual return | 11.11% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,610 | $3,440-24.1% | $4,167-37.4% | $3,740-30.2% |
| Admin fee / account holder | $5,496 | $5,622-2.2% | $6,795-19.1% | $5,306+3.6% |