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 | $62,809 | $91,190-31.1% | $178,490-64.8% | $79,858-21.3% |
| Participation rate | 41.8% | 69.2%-27.4pp | 81.9%-40.1pp | 69.6%-27.8pp |
| Annual return | 20.54% | 24.19%-3.7pp | 151.07%-130.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,486 | $3,236-54.1% | $5,202-71.4% | $3,740-60.3% |
| Admin fee / account holder | $996 | $6,751-85.2% | $13,984-92.9% | $5,306-81.2% |