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 | $47,459 | $91,190-48.0% | $178,490-73.4% | $79,858-40.6% |
| Participation rate | 42.3% | 69.2%-26.9pp | 81.9%-39.6pp | 69.6%-27.3pp |
| Annual return | 15.16% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $745 | $3,256-77.1% | $5,011-85.1% | $2,471-69.9% |
| Participant deferral / active EE | $1,858 | $3,236-42.6% | $5,202-64.3% | $3,740-50.3% |
| Admin fee / account holder | $3,275 | $6,751-51.5% | $13,984-76.6% | $5,306-38.3% |