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 | $25,572 | $93,571-72.7% | $135,903-81.2% | $75,163-66.0% |
| Participation rate | 24.2% | 75.2%-50.9pp | 81.9%-57.7pp | 67.2%-42.9pp |
| Annual return | 32.97% | 30.90%+2.1pp | 68.23%-35.3pp | 160.62%-127.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,347 | $6,404-47.7% | $7,758-56.9% | $4,125-18.9% |
| Admin fee / account holder | $4,171 | $6,975-40.2% | $10,762-61.2% | $5,651-26.2% |