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 | $37,683 | $78,422-51.9% | $95,952-60.7% | $79,858-52.8% |
| Participation rate | 40.5% | 73.5%-33.0pp | 77.1%-36.6pp | 69.6%-29.2pp |
| Annual return | 20.63% | 19.37%+1.3pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,281 | $3,440+24.4% | $4,167+2.7% | $3,740+14.5% |
| Admin fee / account holder | $13,197 | $5,622+134.7% | $6,795+94.2% | $5,306+148.7% |