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 | $25,997 | $84,233-69.1% | $170,442-84.7% | $70,131-62.9% |
| Participation rate | 35.7% | 70.8%-35.1pp | 83.6%-47.9pp | 69.5%-33.8pp |
| Annual return | 40.22% | 23.06%+17.2pp | 205.93%-165.7pp | 73.14%-32.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,060 | $3,086-65.6% | $4,939-78.5% | $3,332-68.2% |
| Admin fee / account holder | $680 | $5,698-88.1% | $13,880-95.1% | $4,645-85.4% |