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 | $40,732 | $74,089-45.0% | $133,980-69.6% | $55,167-26.2% |
| Participation rate | 65.0% | 84.3%-19.3pp | 87.1%-22.1pp | 69.0%-4.0pp |
| Annual return | 15.38% | 12.11%+3.3pp | 29.30%-13.9pp | 169.23%-153.8pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,397 | $4,678-27.4% | $6,282-45.9% | $3,054+11.2% |
| Admin fee / account holder | $2,282 | $458+398.2% | $9,324-75.5% | $504+352.9% |