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 | $20,601 | $56,277-63.4% | $80,975-74.6% | $62,891-67.2% |
| Participation rate | 46.2% | 69.0%-22.7pp | 75.8%-29.6pp | 69.3%-23.1pp |
| Annual return | 37.36% | 22.12%+15.2pp | 17.10%+20.3pp | 20.14%+17.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,495 | $4,195+7.1% | $5,696-21.1% | $3,203+40.3% |
| Admin fee / account holder | $1,988 | $3,741-46.8% | $5,516-64.0% | $4,296-53.7% |