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 | $38,254 | $87,013-56.0% | $106,213-64.0% | $80,856-52.7% |
| Participation rate | 55.2% | 70.4%-15.3pp | 75.3%-20.1pp | 67.6%-12.5pp |
| Annual return | 11.19% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,478 | $3,986-37.8% | $5,016-50.6% | $4,296-42.3% |
| Admin fee / account holder | $29,033 | $8,431+244.3% | $11,033+163.1% | $6,918+319.7% |