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 | $43,183 | $87,013-50.4% | $106,213-59.3% | $80,856-46.6% |
| Participation rate | 59.1% | 70.4%-11.3pp | 75.3%-16.2pp | 67.6%-8.5pp |
| Annual return | 12.87% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,688 | $3,986-57.6% | $5,016-66.3% | $4,296-60.7% |
| Admin fee / account holder | $1,876 | $8,431-77.8% | $11,033-83.0% | $6,918-72.9% |