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 | $63,902 | $63,346+0.9% | $92,233-30.7% | $70,131-8.9% |
| Participation rate | 47.1% | 68.7%-21.6pp | 76.5%-29.4pp | 69.5%-22.5pp |
| Annual return | 17.68% | 530.12%-512.4pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,007 | $2,854+5.4% | $3,897-22.8% | $3,332-9.8% |
| Admin fee / account holder | $2,121 | $3,840-44.8% | $5,194-59.2% | $4,645-54.3% |