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 | $21,556 | $81,632-73.6% | $70,449-69.4% | $158,922-86.4% |
| Participation rate | 31.8% | 77.7%-45.9pp | 75.1%-43.2pp | 82.0%-50.1pp |
| Annual return | 13.12% | 208.40%-195.3pp | 109.03%-95.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,454 | $4,554-46.1% | $3,709-33.8% | $5,982-59.0% |
| Admin fee / account holder | $2,329 | $6,193-62.4% | $3,845-39.4% | $11,246-79.3% |