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 | $16,369 | $107,934-84.8% | $91,989-82.2% | $152,861-89.3% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.4%-20.5pp |
| Annual return | 22.14% | 89.24%-67.1pp | 69.02%-46.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,023 | $6,364-68.2% | $5,923-65.8% | $5,850-65.4% |
| Admin fee / account holder | $1,205 | $10,520-88.5% | $7,743-84.4% | $11,596-89.6% |