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 | $45,829 | $112,096-59.1% | $95,952-52.2% | $158,922-71.2% |
| Participation rate | 26.3% | 79.0%-52.7pp | 77.1%-50.8pp | 82.0%-55.6pp |
| Annual return | 13.67% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,900 | $4,784+2.4% | $4,167+17.6% | $5,982-18.1% |
| Admin fee / account holder | $1,144 | $10,130-88.7% | $6,795-83.2% | $11,246-89.8% |