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 | $23,222 | $64,348-63.9% | $90,160-74.2% | $70,131-66.9% |
| Participation rate | 35.1% | 70.4%-35.3pp | 76.9%-41.7pp | 69.5%-34.4pp |
| Annual return | 228.58% | 28.13%+200.4pp | 34.88%+193.7pp | 73.14%+155.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,857 | $4,389-34.9% | $5,288-46.0% | $3,332-14.3% |
| Admin fee / account holder | $1,189 | $3,944-69.8% | $5,943-80.0% | $4,645-74.4% |