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 | $74,072 | $64,324+15.2% | $118,925-37.7% | $79,858-7.2% |
| Participation rate | 38.7% | 64.9%-26.2pp | 75.4%-36.7pp | 69.6%-31.0pp |
| Annual return | 16.48% | 86.45%-70.0pp | 35.88%-19.4pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,859 | $2,824-34.2% | $4,265-56.4% | $3,740-50.3% |
| Admin fee / account holder | $7,214 | $4,040+78.6% | $6,581+9.6% | $5,306+36.0% |