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 7-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 | $32,189 | $86,286-62.7% | $111,297-71.1% | $85,850-62.5% |
| Participation rate | 27.6% | 73.3%-45.7pp | 77.3%-49.7pp | 69.3%-41.7pp |
| Annual return | 13.50% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,671 | $3,641-26.6% | $4,487-40.5% | $3,952-32.4% |
| Admin fee / account holder | $25,999 | $8,188+217.5% | $7,964+226.5% | $6,260+315.3% |