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 7-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 | $31,278 | $102,317-69.4% | $146,958-78.7% | $80,856-61.3% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 33.19% | 134.76%-101.6pp | 418.34%-385.1pp | 35.59%-2.4pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,549 | $6,644-1.4% | $8,070-18.8% | $4,296+52.4% |
| Admin fee / account holder | $9,124 | $7,941+14.9% | $12,998-29.8% | $6,918+31.9% |