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 | $40,505 | $109,359-63.0% | $162,163-75.0% | $72,985-44.5% |
| Participation rate | 41.2% | 84.3%-43.1pp | 87.6%-46.4pp | 69.5%-28.3pp |
| Annual return | 53.56% | 25.46%+28.1pp | 115.59%-62.0pp | 81.00%-27.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,827 | $5,481-48.4% | $7,298-61.3% | $3,607-21.6% |
| Admin fee / account holder | $4,219 | $7,972-47.1% | $10,843-61.1% | $5,124-17.7% |