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 10-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 | $64,156 | $91,037-29.5% | $71,671-10.5% | $147,584-56.5% |
| Participation rate | 27.8% | 76.1%-48.3pp | 68.7%-41.0pp | 82.8%-55.1pp |
| Annual return | 16.45% | 20.48%-4.0pp | 20.65%-4.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,131 | $4,498-74.9% | $3,438-67.1% | $5,439-79.2% |
| Admin fee / account holder | $347 | $8,613-96.0% | $5,558-93.8% | $10,885-96.8% |