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 | $32,194 | $61,214-47.4% | $83,333-61.4% | $56,287-42.8% |
| Participation rate | 32.7% | 72.6%-39.8pp | 77.8%-45.0pp | 69.9%-37.1pp |
| Annual return | 74.03% | 0.42%+73.6pp | 10.63%+63.4pp | -9.96%+84.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,995 | $5,091-41.2% | $5,565-46.2% | $3,350-10.6% |
| Admin fee / account holder | $1,972 | $512+285.4% | $7,510-73.7% | $521+278.5% |