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 | $47,538 | $117,841-59.7% | $102,423-53.6% | $145,922-67.4% |
| Participation rate | 53.8% | 78.6%-24.7pp | 76.5%-22.6pp | 80.3%-26.4pp |
| Annual return | 11.14% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,837 | $5,731-68.0% | $5,053-63.7% | $6,688-72.5% |
| Admin fee / account holder | $747 | $13,326-94.4% | $9,451-92.1% | $13,397-94.4% |