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 | $63,188 | $80,717-21.7% | $154,803-59.2% | $84,808-25.5% |
| Participation rate | 27.1% | 66.8%-39.7pp | 78.1%-51.0pp | 68.3%-41.2pp |
| Annual return | 17.32% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,199 | $3,303-63.7% | $5,540-78.4% | $4,212-71.5% |
| Admin fee / account holder | $381 | $6,746-94.3% | $14,329-97.3% | $7,344-94.8% |