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 | $20,144 | $64,348-68.7% | $90,160-77.7% | $70,131-71.3% |
| Participation rate | 68.4% | 70.4%-2.0pp | 76.9%-8.5pp | 69.5%-1.1pp |
| Annual return | 44.06% | 28.13%+15.9pp | 34.88%+9.2pp | 73.14%-29.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,978 | $4,389+81.8% | $5,288+50.9% | $3,332+139.5% |
| Admin fee / account holder | $890 | $3,944-77.4% | $5,943-85.0% | $4,645-80.8% |