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 | $12,830 | $102,616-87.5% | $81,983-84.4% | $158,922-91.9% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.2%-33.5pp | 82.0%-46.2pp |
| Annual return | 13.79% | 61.04%-47.2pp | 41.31%-27.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,153 | $4,648-75.2% | $3,722-69.0% | $5,982-80.7% |
| Admin fee / account holder | $2,596 | $8,235-68.5% | $5,664-54.2% | $11,246-76.9% |