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 | $26,498 | $53,127-50.1% | $86,590-69.4% | $70,131-62.2% |
| Participation rate | 42.1% | 65.3%-23.2pp | 73.5%-31.4pp | 69.5%-27.4pp |
| Annual return | 29.79% | 27.66%+2.1pp | 964.84%-935.1pp | 73.14%-43.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,314 | $2,696-51.3% | $3,609-63.6% | $3,332-60.6% |
| Admin fee / account holder | $767 | $3,585-78.6% | $4,906-84.4% | $4,645-83.5% |