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 | $69,708 | $93,571-25.5% | $135,903-48.7% | $75,163-7.3% |
| Participation rate | 25.6% | 75.2%-49.6pp | 81.9%-56.3pp | 67.2%-41.6pp |
| Annual return | 41.57% | 30.90%+10.7pp | 68.23%-26.7pp | 160.62%-119.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,719 | $6,404-41.9% | $7,758-52.1% | $4,125-9.9% |
| Admin fee / account holder | $2,872 | $6,975-58.8% | $10,762-73.3% | $5,651-49.2% |