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 | $70,944 | $79,449-10.7% | $189,557-62.6% | $85,850-17.4% |
| Participation rate | 37.3% | 66.0%-28.7pp | 78.4%-41.2pp | 69.3%-32.1pp |
| Annual return | 16.69% | 18.45%-1.8pp | 64.17%-47.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,552 | $4,051-61.7% | $6,174-74.9% | $3,952-60.7% |
| Admin fee / account holder | $7,607 | $5,377+41.5% | $9,807-22.4% | $6,260+21.5% |