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 | $43,716 | $52,519-16.8% | $155,790-71.9% | $59,632-26.7% |
| Participation rate | 52.6% | 61.7%-9.1pp | 76.1%-23.5pp | 68.7%-16.0pp |
| Annual return | 0.65% | 53.51%-52.9pp | 71.54%-70.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,049 | $3,084+63.7% | $4,797+5.3% | $3,192+58.2% |
| Admin fee / account holder | $4,049 | $3,540+14.4% | $7,478-45.8% | $4,297-5.8% |