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 | $25,979 | $53,127-51.1% | $86,590-70.0% | $70,131-63.0% |
| Participation rate | 51.5% | 65.3%-13.8pp | 73.5%-22.0pp | 69.5%-18.0pp |
| Annual return | 17.97% | 27.66%-9.7pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,904 | $2,696-29.4% | $3,609-47.2% | $3,332-42.9% |
| Admin fee / account holder | $1,231 | $3,585-65.7% | $4,906-74.9% | $4,645-73.5% |