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 | $60,672 | $78,705-22.9% | $117,854-48.5% | $70,131-13.5% |
| Participation rate | 52.8% | 73.2%-20.4pp | 79.7%-26.8pp | 69.5%-16.7pp |
| Annual return | 19.22% | 23.30%-4.1pp | 335.08%-315.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,436 | $3,297-26.1% | $4,482-45.6% | $3,332-26.9% |
| Admin fee / account holder | $3,732 | $5,065-26.3% | $8,020-53.5% | $4,645-19.7% |