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 | $46,199 | $232,540-80.1% | $185,117-75.0% | $147,584-68.7% |
| Participation rate | 43.5% | 82.4%-38.9pp | 77.3%-33.8pp | 82.8%-39.4pp |
| Annual return | 14.79% | 43.03%-28.2pp | 40.50%-25.7pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,845 | $5,834-68.4% | $5,045-63.4% | $5,439-66.1% |
| Admin fee / account holder | $523 | $10,275-94.9% | $8,159-93.6% | $10,885-95.2% |