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 | $42,337 | $54,705-22.6% | $71,209-40.5% | $84,808-50.1% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 13.71% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $841 | $2,158-61.0% | $2,721-69.1% | $2,631-68.0% |
| Participant deferral / active EE | $1,822 | $3,030-39.9% | $4,175-56.4% | $4,212-56.7% |
| Admin fee / account holder | $10,058 | $4,863+106.8% | $5,349+88.0% | $7,344+37.0% |