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 | $54,857 | $104,974-47.7% | $95,585-42.6% | $142,382-61.5% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.1%-31.2pp | 80.1%-39.2pp |
| Annual return | 14.17% | 210.33%-196.2pp | 38.56%-24.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,918 | $4,352-55.9% | $4,023-52.3% | $6,507-70.5% |
| Admin fee / account holder | $451 | $6,386-92.9% | $6,127-92.6% | $12,624-96.4% |