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 | $22,086 | $93,571-76.4% | $135,903-83.7% | $75,163-70.6% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 67.2%+0.7pp |
| Annual return | 33.75% | 30.90%+2.9pp | 68.23%-34.5pp | 160.62%-126.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,215 | $6,404+28.3% | $7,758+5.9% | $4,125+99.1% |
| Admin fee / account holder | $4,778 | $6,975-31.5% | $10,762-55.6% | $5,651-15.4% |