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 | $11,630 | $49,922-76.7% | $80,569-85.6% | $75,163-84.5% |
| Participation rate | 29.2% | 55.3%-26.1pp | 67.0%-37.8pp | 67.2%-38.0pp |
| Annual return | 17.70% | 34.69%-17.0pp | 935.43%-917.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $736 | $2,990-75.4% | $4,447-83.5% | $4,125-82.2% |
| Admin fee / account holder | $452 | $3,577-87.4% | $5,377-91.6% | $5,651-92.0% |