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 | $23,093 | $76,552-69.8% | $123,892-81.4% | $62,891-63.3% |
| Participation rate | 58.2% | 73.0%-14.8pp | 81.4%-23.2pp | 69.3%-11.1pp |
| Annual return | 19.14% | 18.68%+0.5pp | 47.52%-28.4pp | 20.14%-1.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,394 | $4,840+11.4% | $5,984-9.9% | $3,203+68.4% |
| Admin fee / account holder | $1,696 | $4,826-64.9% | $8,357-79.7% | $4,296-60.5% |