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 | $49,865 | $78,672-36.6% | $109,143-54.3% | $85,850-41.9% |
| Participation rate | 35.4% | 68.3%-32.8pp | 75.9%-40.4pp | 69.3%-33.9pp |
| Annual return | 12.40% | 25.09%-12.7pp | 25.75%-13.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,673 | $3,467-51.8% | $4,653-64.0% | $3,952-57.7% |
| Admin fee / account holder | $3,731 | $5,469-31.8% | $6,752-44.7% | $6,260-40.4% |