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 | $14,718 | $121,625-87.9% | $104,607-85.9% | $158,922-90.7% |
| Participation rate | 39.1% | 77.5%-38.4pp | 74.1%-34.9pp | 82.0%-42.8pp |
| Annual return | 13.92% | 465.26%-451.3pp | 340.46%-326.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,683 | $4,177-35.8% | $3,740-28.3% | $5,982-55.2% |
| Admin fee / account holder | $3,598 | $7,787-53.8% | $6,473-44.4% | $11,246-68.0% |