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 | $27,184 | $105,181-74.2% | $159,436-82.9% | $85,850-68.3% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 12.81% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,065 | $5,945+2.0% | $7,352-17.5% | $3,952+53.5% |
| Admin fee / account holder | $1,558 | $6,933-77.5% | $10,799-85.6% | $6,260-75.1% |