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 | $42,133 | $165,912-74.6% | $122,332-65.6% | $147,584-71.5% |
| Participation rate | 14.3% | 79.6%-65.3pp | 71.6%-57.3pp | 82.8%-68.5pp |
| Annual return | 15.18% | 34.55%-19.4pp | 30.27%-15.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,018 | $4,005-74.6% | $3,287-69.0% | $5,439-81.3% |
| Admin fee / account holder | $6,266 | $7,424-15.6% | $5,478+14.4% | $10,885-42.4% |