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 | $32,075 | $112,096-71.4% | $95,952-66.6% | $158,922-79.8% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 15.43% | 171.09%-155.7pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $943 | $3,198-70.5% | $2,541-62.9% | $4,761-80.2% |
| Participant deferral / active EE | $2,627 | $4,784-45.1% | $4,167-36.9% | $5,982-56.1% |
| Admin fee / account holder | $2,469 | $10,130-75.6% | $6,795-63.7% | $11,246-78.0% |