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 | $55,582 | $52,884+5.1% | $84,750-34.4% | $55,167+0.8% |
| Participation rate | 25.2% | 67.5%-42.3pp | 76.6%-51.4pp | 69.0%-43.8pp |
| Annual return | 6.84% | 18.03%-11.2pp | 22.78%-15.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,723 | $2,644-34.8% | $3,712-53.6% | $3,054-43.6% |
| Admin fee / account holder | $2,337 | $581+302.5% | $5,332-56.2% | $504+363.9% |