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 | $31,208 | $51,638-39.6% | $68,368-54.4% | $82,448-62.1% |
| Participation rate | 52.0% | 63.6%-11.6pp | 73.8%-21.8pp | 68.1%-16.1pp |
| Annual return | 16.75% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $995 | $2,047-51.4% | $2,649-62.4% | $2,551-61.0% |
| Participant deferral / active EE | $2,029 | $2,914-30.3% | $4,123-50.8% | $4,139-51.0% |
| Admin fee / account holder | $5,497 | $4,643+18.4% | $5,150+6.7% | $7,234-24.0% |