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 | $44,988 | $63,346-29.0% | $92,233-51.2% | $70,131-35.9% |
| Participation rate | 53.1% | 68.7%-15.6pp | 76.5%-23.4pp | 69.5%-16.5pp |
| Annual return | 14.42% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $520 | $2,471-78.9% | $3,679-85.9% | $2,342-77.8% |
| Participant deferral / active EE | $1,146 | $2,854-59.8% | $3,897-70.6% | $3,332-65.6% |
| Admin fee / account holder | $703 | $3,840-81.7% | $5,194-86.5% | $4,645-84.9% |