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 | $34,624 | $53,127-34.8% | $86,590-60.0% | $70,131-50.6% |
| Participation rate | 28.0% | 65.3%-37.3pp | 73.5%-45.5pp | 69.5%-41.5pp |
| Annual return | 19.32% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $331 | $2,068-84.0% | $2,839-88.3% | $2,342-85.8% |
| Participant deferral / active EE | $2,153 | $2,696-20.1% | $3,609-40.3% | $3,332-35.4% |
| Admin fee / account holder | $2,270 | $3,585-36.7% | $4,906-53.7% | $4,645-51.1% |