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 | $72,537 | $46,869+54.8% | $122,332-40.7% | $70,131+3.4% |
| Participation rate | 0.0% | 58.2%-58.2pp | 71.6%-71.6pp | 69.5%-69.5pp |
| Annual return | 15.42% | 24.22%-8.8pp | 30.27%-14.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,470 | $2,166+106.3% | $3,287+36.0% | $3,332+34.2% |
| Admin fee / account holder | $1,307 | $3,322-60.7% | $5,478-76.1% | $4,645-71.9% |