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 9-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 | $20,135 | $65,395-69.2% | $182,532-89.0% | $72,985-72.4% |
| Participation rate | 21.2% | 65.4%-44.2pp | 78.0%-56.8pp | 69.5%-48.3pp |
| Annual return | 28.69% | 27.68%+1.0pp | 148.54%-119.8pp | 81.00%-52.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,910 | $3,563-46.4% | $5,524-65.4% | $3,607-47.1% |
| Admin fee / account holder | $484 | $4,245-88.6% | $8,592-94.4% | $5,124-90.6% |