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 | $29,479 | $63,346-53.5% | $92,233-68.0% | $70,131-58.0% |
| Participation rate | 53.3% | 68.7%-15.3pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 18.97% | 530.12%-511.1pp | 176.28%-157.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,478 | $2,854-48.2% | $3,897-62.1% | $3,332-55.6% |
| Admin fee / account holder | $4,558 | $3,840+18.7% | $5,194-12.2% | $4,645-1.9% |