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 5-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 | $21,551 | $65,390-67.0% | $169,368-87.3% | $71,457-69.8% |
| Participation rate | 33.1% | 67.0%-33.8pp | 77.1%-44.0pp | 67.9%-34.8pp |
| Annual return | 16.17% | 21.31%-5.1pp | 405.60%-389.4pp | 28.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,642 | $4,367-39.5% | $6,221-57.5% | $4,289-38.4% |
| Admin fee / account holder | $4,453 | $1,324+236.2% | $9,003-50.5% | $1,587+180.5% |