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 | $43,499 | $133,958-67.5% | $112,228-61.2% | $134,475-67.7% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.1pp |
| Annual return | -17.49% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,231 | $5,291-1.1% | $4,728+10.6% | $6,400-18.3% |
| Admin fee / account holder | $743 | $7,489-90.1% | $6,410-88.4% | $11,426-93.5% |