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 | $53,807 | $25,014+115.1% | $69,647-22.7% | $80,856-33.5% |
| Participation rate | 23.2% | 64.2%-41.1pp | 66.5%-43.3pp | 67.6%-44.4pp |
| Annual return | 11.74% | 19.07%-7.3pp | 100.48%-88.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,002 | $1,839-45.5% | $2,886-65.3% | $4,296-76.7% |
| Admin fee / account holder | $10,169 | $2,488+308.7% | $4,713+115.8% | $6,918+47.0% |