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 | $27,653 | $115,882-76.1% | $100,516-72.5% | $158,922-82.6% |
| Participation rate | 64.3% | 81.6%-17.3pp | 79.4%-15.1pp | 82.0%-17.7pp |
| Annual return | 14.55% | 34.79%-20.2pp | 30.89%-16.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,375 | $6,674+10.5% | $6,270+17.6% | $5,982+23.3% |
| Admin fee / account holder | $655 | $10,995-94.0% | $8,081-91.9% | $11,246-94.2% |