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 | $61,134 | $89,355-31.6% | $141,162-56.7% | $72,985-16.2% |
| Participation rate | 45.7% | 75.1%-29.4pp | 82.5%-36.8pp | 69.5%-23.8pp |
| Annual return | 26.41% | 111.85%-85.4pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,476 | $3,114-52.6% | $4,735-68.8% | $2,440-39.5% |
| Participant deferral / active EE | $2,913 | $5,418-46.2% | $6,709-56.6% | $3,607-19.2% |
| Admin fee / account holder | $1,542 | $5,958-74.1% | $10,261-85.0% | $5,124-69.9% |