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 | $30,802 | $64,348-52.1% | $90,160-65.8% | $70,131-56.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 22.50% | 28.13%-5.6pp | 34.88%-12.4pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,966 | $4,389-55.2% | $5,288-62.8% | $3,332-41.0% |
| Admin fee / account holder | $2,395 | $3,944-39.3% | $5,943-59.7% | $4,645-48.4% |