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 | $46,119 | $85,766-46.2% | $136,294-66.2% | $70,131-34.2% |
| Participation rate | 31.0% | 74.2%-43.1pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 17.99% | 31.45%-13.5pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $834 | $2,966-71.9% | $4,695-82.2% | $2,342-64.4% |
| Participant deferral / active EE | $2,857 | $5,051-43.4% | $6,247-54.3% | $3,332-14.2% |
| Admin fee / account holder | $545 | $5,420-90.0% | $9,243-94.1% | $4,645-88.3% |