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 | $37,269 | $41,078-9.3% | $80,569-53.7% | $71,457-47.8% |
| Participation rate | 40.3% | 50.2%-9.9pp | 67.0%-26.7pp | 67.9%-27.6pp |
| Annual return | 16.99% | 38.45%-21.5pp | 935.43%-918.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,514 | $2,699+30.2% | $4,447-21.0% | $4,289-18.1% |
| Admin fee / account holder | $3,479 | $1,840+89.0% | $5,377-35.3% | $1,587+119.2% |