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 | $54,605 | $71,050-23.1% | $93,606-41.7% | $80,856-32.5% |
| Participation rate | 39.6% | 60.4%-20.8pp | 68.7%-29.1pp | 67.6%-28.1pp |
| Annual return | 17.57% | 11.26%+6.3pp | 133.20%-115.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,771 | $4,034-56.1% | $4,411-59.9% | $4,296-58.8% |
| Admin fee / account holder | $4,849 | $6,945-30.2% | $8,285-41.5% | $6,918-29.9% |