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 | $29,284 | $58,828-50.2% | $77,999-62.5% | $62,891-53.4% |
| Participation rate | 62.9% | 71.1%-8.2pp | 75.5%-12.7pp | 69.3%-6.4pp |
| Annual return | 11.91% | 17.16%-5.2pp | 425.96%-414.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,514 | $2,686+68.1% | $3,497+29.1% | $3,203+40.9% |
| Admin fee / account holder | $753 | $4,393-82.9% | $5,480-86.3% | $4,296-82.5% |