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 | $30,193 | $65,390-53.8% | $169,368-82.2% | $71,457-57.7% |
| Participation rate | 31.8% | 67.0%-35.2pp | 77.1%-45.4pp | 67.9%-36.1pp |
| Annual return | 17.93% | 21.31%-3.4pp | 405.60%-387.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,432 | $4,367-44.3% | $6,221-60.9% | $4,289-43.3% |
| Admin fee / account holder | $1,902 | $1,324+43.6% | $9,003-78.9% | $1,587+19.8% |