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 | $36,154 | $83,337-56.6% | $67,834-46.7% | $273,961-86.8% |
| Participation rate | 42.1% | 76.4%-34.3pp | 68.8%-26.7pp | 83.0%-40.9pp |
| Annual return | 9.30% | 259.45%-250.1pp | 138.47%-129.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,306 | $4,088-43.6% | $3,160-27.0% | $5,287-56.4% |
| Admin fee / account holder | $3,821 | $6,752-43.4% | $4,622-17.3% | $10,132-62.3% |