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 | $32,162 | $80,753-60.2% | $136,294-76.4% | $62,292-48.4% |
| Participation rate | 55.0% | 73.5%-18.5pp | 81.9%-26.9pp | 69.5%-14.5pp |
| Annual return | 19.78% | 35.83%-16.0pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,468 | $2,884-49.1% | $4,695-68.7% | $2,042-28.1% |
| Participant deferral / active EE | $4,139 | $5,164-19.9% | $6,247-33.8% | $3,169+30.6% |
| Admin fee / account holder | $1,697 | $525+222.9% | $9,243-81.6% | $479+254.0% |