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 | $46,989 | $86,944-46.0% | $107,525-56.3% | $74,304-36.8% |
| Participation rate | 53.8% | 59.6%-5.8pp | 75.1%-21.3pp | 60.3%-6.6pp |
| Annual return | 14.51% | 23.52%-9.0pp | 181.32%-166.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,837 | $3,554-48.3% | $5,116-64.1% | $3,767-51.2% |
| Admin fee / account holder | $5,491 | $3,727+47.4% | $8,919-38.4% | $2,969+85.0% |