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 | $17,657 | $58,208-69.7% | $81,812-78.4% | $80,856-78.2% |
| Participation rate | 55.4% | 63.4%-8.0pp | 72.3%-16.9pp | 67.6%-12.2pp |
| Annual return | 12.68% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $891 | $3,281-72.8% | $4,319-79.4% | $4,296-79.3% |
| Admin fee / account holder | $2,932 | $4,981-41.1% | $7,386-60.3% | $6,918-57.6% |