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 | $50,211 | $81,248-38.2% | $155,509-67.7% | $80,856-37.9% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.6%-40.4pp |
| Annual return | 56.86% | 33.31%+23.6pp | 64.67%-7.8pp | 35.59%+21.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,149 | $3,452-37.7% | $5,626-61.8% | $4,296-50.0% |
| Admin fee / account holder | $1,882 | $7,997-76.5% | $15,912-88.2% | $6,918-72.8% |