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 | $25,883 | $53,822-51.9% | $75,696-65.8% | $85,850-69.9% |
| Participation rate | 67.2% | 69.1%-1.9pp | 74.8%-7.7pp | 69.3%-2.2pp |
| Annual return | 23.75% | 24.54%-0.8pp | 104.53%-80.8pp | 318.53%-294.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $995 | $2,895-65.6% | $3,821-74.0% | $3,952-74.8% |
| Admin fee / account holder | $1,350 | $3,343-59.6% | $3,619-62.7% | $6,260-78.4% |