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 | $56,072 | $79,449-29.4% | $189,557-70.4% | $85,850-34.7% |
| Participation rate | 39.0% | 66.0%-27.0pp | 78.4%-39.4pp | 69.3%-30.3pp |
| Annual return | 20.63% | 18.45%+2.2pp | 64.17%-43.5pp | 318.53%-297.9pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,644 | $4,051-34.7% | $6,174-57.2% | $3,952-33.1% |
| Admin fee / account holder | $1,280 | $5,377-76.2% | $9,807-87.0% | $6,260-79.6% |