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 | $33,867 | $98,750-65.7% | $149,696-77.4% | $79,858-57.6% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.1pp |
| Annual return | 12.78% | 27.43%-14.7pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,578 | $5,680-37.0% | $6,842-47.7% | $3,740-4.3% |
| Admin fee / account holder | $3,492 | $6,053-42.3% | $9,309-62.5% | $5,306-34.2% |