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 | $28,037 | $63,346-55.7% | $92,233-69.6% | $70,131-60.0% |
| Participation rate | 64.4% | 68.7%-4.3pp | 76.5%-12.1pp | 69.5%-5.2pp |
| Annual return | 14.54% | 530.12%-515.6pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,302 | $2,854-54.4% | $3,897-66.6% | $3,332-60.9% |
| Admin fee / account holder | $388 | $3,840-89.9% | $5,194-92.5% | $4,645-91.7% |