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 | $29,358 | $95,416-69.2% | $185,823-84.2% | $85,850-65.8% |
| Participation rate | 30.3% | 68.8%-38.5pp | 81.7%-51.4pp | 69.3%-39.0pp |
| Annual return | 13.93% | 23.59%-9.7pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,659 | $3,423-51.6% | $5,568-70.2% | $3,952-58.0% |
| Admin fee / account holder | $5,065 | $7,213-29.8% | $16,237-68.8% | $6,260-19.1% |