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 | $36,372 | $34,308+6.0% | $74,701-51.3% | $72,985-50.2% |
| Participation rate | 20.5% | 42.4%-21.9pp | 54.5%-34.0pp | 69.5%-49.0pp |
| Annual return | 28.60% | 26.58%+2.0pp | 752.92%-724.3pp | 81.00%-52.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $1,271-24.1% | $1,964-50.8% | $3,607-73.2% |
| Admin fee / account holder | $4,055 | $2,124+90.9% | $3,333+21.7% | $5,124-20.9% |