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 | $55,664 | $85,202-34.7% | $172,739-67.8% | $72,985-23.7% |
| Participation rate | 43.6% | 70.1%-26.5pp | 82.6%-39.1pp | 69.5%-25.9pp |
| Annual return | 22.86% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,043 | $3,260-6.7% | $5,198-41.4% | $3,607-15.6% |
| Admin fee / account holder | $2,956 | $5,884-49.8% | $13,954-78.8% | $5,124-42.3% |