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 | $37,063 | $40,256-7.9% | $57,343-35.4% | $59,632-37.8% |
| Participation rate | 38.7% | 69.2%-30.5pp | 75.1%-36.4pp | 68.7%-30.0pp |
| Annual return | 1.67% | 27.49%-25.8pp | 24.39%-22.7pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $803 | $2,399-66.5% | $3,162-74.6% | $3,192-74.8% |
| Admin fee / account holder | $347 | $2,818-87.7% | $3,356-89.7% | $4,297-91.9% |