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 | $30,542 | $64,839-52.9% | $95,585-68.0% | $84,808-64.0% |
| Participation rate | 56.1% | 63.8%-7.7pp | 72.1%-16.0pp | 68.3%-12.2pp |
| Annual return | 18.06% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,435 | $2,965-17.9% | $4,023-39.5% | $4,212-42.2% |
| Admin fee / account holder | $6,206 | $5,964+4.1% | $6,127+1.3% | $7,344-15.5% |