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 | $18,668 | $90,503-79.4% | $78,689-76.3% | $273,961-93.2% |
| Participation rate | 38.5% | 76.5%-38.1pp | 73.6%-35.1pp | 83.0%-44.6pp |
| Annual return | 11.25% | 75.60%-64.4pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $580 | $3,901-85.1% | $3,517-83.5% | $5,287-89.0% |
| Admin fee / account holder | $522 | $5,263-90.1% | $4,510-88.4% | $10,132-94.8% |