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 | $78,029 | $116,175-32.8% | $93,606-16.6% | $152,861-49.0% |
| Participation rate | 58.3% | 78.0%-19.7pp | 75.8%-17.5pp | 82.4%-24.1pp |
| Annual return | 12.17% | 35.96%-23.8pp | 32.76%-20.6pp | 345.32%-333.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,853 | $4,603-38.0% | $4,069-29.9% | $5,850-51.2% |
| Admin fee / account holder | $4,317 | $10,748-59.8% | $7,888-45.3% | $11,596-62.8% |