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 | $36,978 | $67,984-45.6% | $65,493-43.5% | $74,304-50.2% |
| Participation rate | 32.1% | 66.3%-34.3pp | 73.1%-41.0pp | 60.3%-28.3pp |
| Annual return | 14.48% | 19.87%-5.4pp | 982.45%-968.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,863 | $3,346-44.3% | $3,961-53.0% | $3,767-50.5% |
| Admin fee / account holder | $5,101 | $1,373+271.6% | $5,028+1.5% | $2,969+71.8% |