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 | $45,612 | $99,652-54.2% | $78,778-42.1% | $147,584-69.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 19.08% | 47.28%-28.2pp | 35.62%-16.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $500 | $2,796-82.1% | $1,986-74.8% | $4,876-89.7% |
| Participant deferral / active EE | $1,915 | $3,664-47.7% | $2,958-35.3% | $5,439-64.8% |
| Admin fee / account holder | $1,019 | $7,155-85.8% | $5,134-80.2% | $10,885-90.6% |