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 | $57,591 | $84,233-31.6% | $170,442-66.2% | $70,131-17.9% |
| Participation rate | 0.0% | 70.8%-70.8pp | 83.6%-83.6pp | 69.5%-69.5pp |
| Annual return | 18.61% | 23.06%-4.5pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,239 | $3,387-63.4% | $5,433-77.2% | $2,342-47.1% |
| Participant deferral / active EE | $2,242 | $3,086-27.3% | $4,939-54.6% | $3,332-32.7% |
| Admin fee / account holder | $1,560 | $5,698-72.6% | $13,880-88.8% | $4,645-66.4% |