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 | $41,446 | $38,075+8.9% | $93,406-55.6% | $73,488-43.6% |
| Participation rate | 42.0% | 56.7%-14.7pp | 66.8%-24.8pp | 70.7%-28.7pp |
| Annual return | 15.91% | 17.59%-1.7pp | 78.05%-62.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,075-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $793 | $2,012-60.6% | $3,126-74.6% | $3,740-78.8% |
| Admin fee / account holder | $943 | $351+168.7% | $5,230-82.0% | $513+83.8% |