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 | $47,802 | $61,774-22.6% | $97,226-50.8% | $80,856-40.9% |
| Participation rate | 57.1% | 63.5%-6.4pp | 72.7%-15.5pp | 67.6%-10.5pp |
| Annual return | 13.86% | -557.90%+571.8pp | 75.13%-61.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,257 | $3,029+7.5% | $4,264-23.6% | $4,296-24.2% |
| Admin fee / account holder | $1,586 | $5,166-69.3% | $5,654-72.0% | $6,918-77.1% |