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 | $47,540 | $61,272-22.4% | $149,673-68.2% | $71,457-33.5% |
| Participation rate | 34.7% | 62.5%-27.8pp | 78.8%-44.1pp | 67.9%-33.2pp |
| Annual return | 17.68% | 35.85%-18.2pp | 134.42%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,906 | $2,917+33.9% | $5,680-31.2% | $4,289-8.9% |
| Admin fee / account holder | $2,859 | $1,261+126.7% | $13,210-78.4% | $1,587+80.1% |