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 | $36,452 | $63,346-42.5% | $92,233-60.5% | $70,131-48.0% |
| Participation rate | 33.8% | 68.7%-34.8pp | 76.5%-42.7pp | 69.5%-35.7pp |
| Annual return | 17.39% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,441 | $2,854-49.5% | $3,897-63.0% | $3,332-56.8% |
| Admin fee / account holder | $1,491 | $3,840-61.2% | $5,194-71.3% | $4,645-67.9% |