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 | $27,854 | $97,125-71.3% | $86,233-67.7% | $137,256-79.7% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.0%-11.1pp | 80.0%-22.1pp |
| Annual return | 16.02% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,380 | $5,180-34.7% | $4,559-25.9% | $6,407-47.2% |
| Admin fee / account holder | $428 | $9,725-95.6% | $8,342-94.9% | $12,270-96.5% |