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 | $58,980 | $45,035+31.0% | $62,995-6.4% | $70,131-15.9% |
| Participation rate | 28.1% | 69.5%-41.4pp | 74.8%-46.7pp | 69.5%-41.5pp |
| Annual return | 13.95% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,887 | $2,465-23.4% | $3,329-43.3% | $3,332-43.4% |
| Admin fee / account holder | $5,930 | $2,834+109.2% | $3,600+64.7% | $4,645+27.6% |