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 | $71,948 | $85,202-15.6% | $172,739-58.3% | $72,985-1.4% |
| Participation rate | 43.8% | 70.1%-26.3pp | 82.6%-38.9pp | 69.5%-25.7pp |
| Annual return | 16.46% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,321 | $3,260-28.8% | $5,198-55.3% | $3,607-35.7% |
| Admin fee / account holder | $2,754 | $5,884-53.2% | $13,954-80.3% | $5,124-46.3% |