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 | $58,941 | $113,935-48.3% | $94,224-37.4% | $125,391-53.0% |
| Participation rate | 30.0% | 82.9%-52.9pp | 78.8%-48.8pp | 83.2%-53.2pp |
| Annual return | 12.06% | 5.29%+6.8pp | 10.68%+1.4pp | 282.22%-270.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,364 | $5,179-54.4% | $4,320-45.3% | $5,352-55.8% |
| Admin fee / account holder | $11,104 | $8,391+32.3% | $6,269+77.1% | $9,540+16.4% |