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 | $52,124 | $88,360-41.0% | $145,433-64.2% | $67,986-23.3% |
| Participation rate | 65.3% | 65.5%-0.2pp | 82.1%-16.9pp | 57.2%+8.0pp |
| Annual return | 23.36% | 63.15%-39.8pp | 66.58%-43.2pp | 31.67%-8.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,693 | $5,932+46.5% | $7,897+10.1% | $3,358+158.9% |
| Admin fee / account holder | $6,534 | $3,313+97.2% | $13,129-50.2% | $3,203+104.0% |