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 | $21,816 | $107,934-79.8% | $91,989-76.3% | $152,861-85.7% |
| Participation rate | 64.3% | 81.2%-16.9pp | 78.6%-14.3pp | 82.4%-18.2pp |
| Annual return | 19.59% | 89.24%-69.7pp | 69.02%-49.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,621 | $6,364-27.4% | $5,923-22.0% | $5,850-21.0% |
| Admin fee / account holder | $1,240 | $10,520-88.2% | $7,743-84.0% | $11,596-89.3% |