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 | $58,138 | $118,849-51.1% | $96,562-39.8% | $167,490-65.3% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 20.93% | 50.49%-29.6pp | 37.78%-16.9pp | 478.56%-457.6pp |
| Employer contribution / active EE | $834 | $3,120-73.3% | $2,356-64.6% | $4,837-82.8% |
| Participant deferral / active EE | $3,531 | $4,616-23.5% | $3,849-8.3% | $6,341-44.3% |
| Admin fee / account holder | $3,985 | $8,065-50.6% | $6,181-35.5% | $12,309-67.6% |