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 | $42,143 | $54,705-23.0% | $71,209-40.8% | $84,808-50.3% |
| Participation rate | 27.8% | 64.1%-36.2pp | 73.8%-45.9pp | 68.3%-40.5pp |
| Annual return | 14.64% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,802 | $3,030-40.5% | $4,175-56.8% | $4,212-57.2% |
| Admin fee / account holder | $6,161 | $4,863+26.7% | $5,349+15.2% | $7,344-16.1% |