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 | $52,573 | $81,208-35.3% | $98,907-46.8% | $79,858-34.2% |
| Participation rate | 29.6% | 72.5%-42.9pp | 76.0%-46.4pp | 69.6%-40.0pp |
| Annual return | 12.11% | 60.99%-48.9pp | 196.43%-184.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,182 | $1,960-39.7% | $2,689-56.0% | $2,471-52.1% |
| Participant deferral / active EE | $1,763 | $3,265-46.0% | $4,244-58.5% | $3,740-52.9% |
| Admin fee / account holder | $812 | $6,013-86.5% | $6,642-87.8% | $5,306-84.7% |