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 | $32,795 | $99,652-67.1% | $78,778-58.4% | $147,584-77.8% |
| Participation rate | 47.1% | 76.2%-29.2pp | 69.2%-22.1pp | 82.8%-35.8pp |
| Annual return | 14.58% | 47.28%-32.7pp | 35.62%-21.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,774 | $3,664+3.0% | $2,958+27.6% | $5,439-30.6% |
| Admin fee / account holder | $1,869 | $7,155-73.9% | $5,134-63.6% | $10,885-82.8% |