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 8-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 | $27,022 | $105,859-74.5% | $90,160-70.0% | $147,584-81.7% |
| Participation rate | 30.0% | 79.7%-49.7pp | 76.9%-46.9pp | 82.8%-52.8pp |
| Annual return | 12.07% | 37.63%-25.6pp | 34.88%-22.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,162 | $5,733-62.3% | $5,288-59.1% | $5,439-60.3% |
| Admin fee / account holder | $5,903 | $8,046-26.6% | $5,943-0.7% | $10,885-45.8% |