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 | $37,469 | $214,378-82.5% | $200,582-81.3% | $142,382-73.7% |
| Participation rate | 55.0% | 87.4%-32.4pp | 86.9%-31.9pp | 80.1%-25.1pp |
| Annual return | 21.07% | 46.41%-25.3pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,408 | $9,865-55.3% | $9,331-52.8% | $6,507-32.3% |
| Admin fee / account holder | $485 | $17,692-97.3% | $16,305-97.0% | $12,624-96.2% |