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 | $51,743 | $56,767-8.9% | $101,794-49.2% | $85,563-39.5% |
| Participation rate | 20.6% | 57.6%-37.0pp | 69.2%-48.6pp | 66.0%-45.4pp |
| Annual return | 13.61% | 17.76%-4.1pp | 30.53%-16.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,402 | $2,720-48.5% | $4,084-65.7% | $4,375-68.0% |
| Admin fee / account holder | $3,115 | $1,098+183.6% | $8,777-64.5% | $834+273.4% |