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 | $34,147 | $71,192-52.0% | $117,854-71.0% | $62,292-45.2% |
| Participation rate | 38.0% | 74.2%-36.2pp | 79.7%-41.7pp | 69.5%-31.5pp |
| Annual return | 15.13% | 18.66%-3.5pp | 335.08%-319.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,950 | $3,189-38.9% | $4,482-56.5% | $3,169-38.5% |
| Admin fee / account holder | $7,993 | $587+1261.2% | $8,020-0.3% | $479+1567.6% |