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 | $36,595 | $95,803-61.8% | $113,168-67.7% | $84,808-56.8% |
| Participation rate | 54.4% | 72.9%-18.4pp | 76.6%-22.1pp | 68.3%-13.9pp |
| Annual return | 21.12% | 25.00%-3.9pp | 24.27%-3.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,229 | $4,242-47.5% | $5,107-56.4% | $4,212-47.1% |
| Admin fee / account holder | $1,948 | $8,989-78.3% | $12,068-83.9% | $7,344-73.5% |