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 | $51,811 | $65,561-21.0% | $86,188-39.9% | $75,163-31.1% |
| Participation rate | 48.5% | 60.5%-12.0pp | 69.0%-20.5pp | 67.2%-18.7pp |
| Annual return | 16.78% | 46.05%-29.3pp | 1168.45%-1151.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,732 | $3,024-9.6% | $3,985-31.4% | $4,125-33.8% |
| Admin fee / account holder | $1,762 | $5,474-67.8% | $6,852-74.3% | $5,651-68.8% |