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 | $34,550 | $93,571-63.1% | $135,903-74.6% | $75,163-54.0% |
| Participation rate | 32.2% | 75.2%-43.0pp | 81.9%-49.7pp | 67.2%-35.0pp |
| Annual return | 103.43% | 30.90%+72.5pp | 68.23%+35.2pp | 160.62%-57.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,510 | $6,404-29.6% | $7,758-41.9% | $4,125+9.3% |
| Admin fee / account holder | $1,220 | $6,975-82.5% | $10,762-88.7% | $5,651-78.4% |