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 | $52,189 | $80,753-35.4% | $136,294-61.7% | $62,292-16.2% |
| Participation rate | 50.4% | 73.5%-23.2pp | 81.9%-31.6pp | 69.5%-19.2pp |
| Annual return | 40.02% | 35.83%+4.2pp | 5155.94%-5115.9pp | 28.90%+11.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,802 | $5,164+12.3% | $6,247-7.1% | $3,169+83.1% |
| Admin fee / account holder | $4,632 | $525+781.5% | $9,243-49.9% | $479+866.2% |