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 | $38,625 | $85,766-55.0% | $136,294-71.7% | $70,131-44.9% |
| Participation rate | 16.9% | 74.2%-57.3pp | 81.9%-65.0pp | 69.5%-52.6pp |
| Annual return | 18.19% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,163 | $5,051-57.2% | $6,247-65.4% | $3,332-35.1% |
| Admin fee / account holder | $5,782 | $5,420+6.7% | $9,243-37.4% | $4,645+24.5% |