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 | $28,250 | $89,355-68.4% | $141,162-80.0% | $72,985-61.3% |
| Participation rate | 59.7% | 75.1%-15.4pp | 82.5%-22.8pp | 69.5%-9.8pp |
| Annual return | 19.69% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,882 | $5,418-9.9% | $6,709-27.2% | $3,607+35.3% |
| Admin fee / account holder | $5,875 | $5,958-1.4% | $10,261-42.7% | $5,124+14.7% |