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 | $60,714 | $84,233-27.9% | $170,442-64.4% | $70,131-13.4% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 16.30% | 23.06%-6.8pp | 205.93%-189.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,022 | $3,387-69.8% | $5,433-81.2% | $2,342-56.4% |
| Participant deferral / active EE | $2,634 | $3,086-14.6% | $4,939-46.7% | $3,332-21.0% |
| Admin fee / account holder | $753 | $5,698-86.8% | $13,880-94.6% | $4,645-83.8% |