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 | $50,072 | $99,652-49.8% | $78,778-36.4% | $147,584-66.1% |
| Participation rate | 65.0% | 76.2%-11.2pp | 69.2%-4.2pp | 82.8%-17.8pp |
| Annual return | 15.78% | 47.28%-31.5pp | 35.62%-19.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $941 | $2,796-66.3% | $1,986-52.6% | $4,876-80.7% |
| Participant deferral / active EE | $3,319 | $3,664-9.4% | $2,958+12.2% | $5,439-39.0% |
| Admin fee / account holder | $7,918 | $7,155+10.7% | $5,134+54.2% | $10,885-27.3% |