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 | $49,414 | $84,556-41.6% | $116,228-57.5% | $74,304-33.5% |
| Participation rate | 51.4% | 66.0%-14.7pp | 74.6%-23.2pp | 60.3%-9.0pp |
| Annual return | 13.88% | 18.35%-4.5pp | 90.06%-76.2pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,240 | $3,814-41.3% | $4,953-54.8% | $3,767-40.5% |
| Admin fee / account holder | $3,012 | $3,792-20.6% | $11,989-74.9% | $2,969+1.4% |