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 | $68,947 | $136,179-49.4% | $98,755-30.2% | $167,490-58.8% |
| Participation rate | 11.1% | 70.2%-59.1pp | 65.7%-54.6pp | 82.1%-71.0pp |
| Annual return | 10.85% | 67.53%-56.7pp | 49.91%-39.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $603 | $3,716-83.8% | $3,035-80.1% | $6,341-90.5% |
| Admin fee / account holder | $10,804 | $5,031+114.8% | $4,076+165.1% | $12,309-12.2% |