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 | $58,154 | $42,383+37.2% | $76,523-24.0% | $64,186-9.4% |
| Participation rate | 67.9% | 58.1%+9.7pp | 68.0%-0.1pp | 69.6%-1.7pp |
| Annual return | 41.92% | -16.54%+58.5pp | -0.27%+42.2pp | 7.63%+34.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,147 | $2,566-55.3% | $3,835-70.1% | $3,470-66.9% |
| Admin fee / account holder | $2,054 | $3,198-35.8% | $4,848-57.6% | $4,888-58.0% |