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 | $64,733 | $101,618-36.3% | $93,063-30.4% | $137,256-52.8% |
| Participation rate | 43.8% | 74.9%-31.2pp | 72.1%-28.4pp | 80.0%-36.2pp |
| Annual return | 15.86% | 223.95%-208.1pp | 34.15%-18.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,951 | $4,279-54.4% | $3,958-50.7% | $6,407-69.6% |
| Admin fee / account holder | $683 | $6,198-89.0% | $6,033-88.7% | $12,270-94.4% |