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 | $34,221 | $89,355-61.7% | $141,162-75.8% | $72,985-53.1% |
| Participation rate | 53.2% | 75.1%-21.9pp | 82.5%-29.3pp | 69.5%-16.3pp |
| Annual return | 19.99% | 111.85%-91.9pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $938 | $3,114-69.9% | $4,735-80.2% | $2,440-61.5% |
| Participant deferral / active EE | $2,913 | $5,418-46.2% | $6,709-56.6% | $3,607-19.3% |
| Admin fee / account holder | $4,608 | $5,958-22.7% | $10,261-55.1% | $5,124-10.1% |