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 | $62,122 | $98,240-36.8% | $82,313-24.5% | $147,584-57.9% |
| Participation rate | 29.4% | 79.7%-50.3pp | 76.9%-47.5pp | 82.8%-53.4pp |
| Annual return | 13.01% | 30.85%-17.8pp | 25.88%-12.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,321 | $4,383-47.0% | $3,706-37.4% | $5,439-57.3% |
| Admin fee / account holder | $5,418 | $8,563-36.7% | $5,608-3.4% | $10,885-50.2% |