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 | $77,276 | $96,965-20.3% | $97,995-21.1% | $147,584-47.6% |
| Participation rate | 22.7% | 83.6%-60.9pp | 82.4%-59.7pp | 82.8%-60.1pp |
| Annual return | 19.16% | 24.11%-5.0pp | 23.94%-4.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,000 | $5,081-41.0% | $5,097-41.1% | $5,439-44.8% |
| Admin fee / account holder | $2,953 | $8,120-63.6% | $5,943-50.3% | $10,885-72.9% |