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 | $23,822 | $55,214-56.9% | $104,607-77.2% | $73,488-67.6% |
| Participation rate | 44.4% | 67.8%-23.5pp | 74.1%-29.7pp | 70.7%-26.3pp |
| Annual return | 34.29% | 24.79%+9.5pp | 340.46%-306.2pp | 28.51%+5.8pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,815 | $2,925+30.4% | $3,740+2.0% | $3,740+2.0% |
| Admin fee / account holder | $1,693 | $424+299.5% | $6,473-73.8% | $513+229.9% |