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 | $61,562 | $102,547-40.0% | $78,210-21.3% | $147,584-58.3% |
| Participation rate | 30.4% | 74.4%-44.0pp | 68.7%-38.3pp | 82.8%-52.4pp |
| Annual return | 19.70% | 51.08%-31.4pp | 40.90%-21.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,458 | $3,481-58.1% | $2,823-48.3% | $5,439-73.2% |
| Admin fee / account holder | $1,277 | $5,059-74.8% | $3,758-66.0% | $10,885-88.3% |