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 | $23,665 | $51,576-54.1% | $129,207-81.7% | $80,856-70.7% |
| Participation rate | 30.8% | 57.0%-26.2pp | 69.6%-38.8pp | 67.6%-36.9pp |
| Annual return | 14.12% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,883 | $2,669-29.4% | $4,168-54.8% | $4,296-56.2% |
| Admin fee / account holder | $1,078 | $4,305-75.0% | $7,715-86.0% | $6,918-84.4% |