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 | $51,651 | $71,370-27.6% | $289,028-82.1% | $71,370-27.6% |
| Participation rate | 34.4% | 55.1%-20.8pp | 78.0%-43.6pp | 55.1%-20.8pp |
| Annual return | 15.67% | 15.87%-0.2pp | 243.94%-228.3pp | 15.87%-0.2pp |
| Employer contribution / active EE | $537 | $1,874-71.4% | $6,326-91.5% | $1,874-71.4% |
| Participant deferral / active EE | $1,764 | $2,656-33.6% | $4,804-63.3% | $2,656-33.6% |
| Admin fee / account holder | $4,561 | $6,050-24.6% | $14,050-67.5% | $6,050-24.6% |