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 | $48,153 | $105,126-54.2% | $94,646-49.1% | $139,434-65.5% |
| Participation rate | 60.0% | 82.4%-22.4pp | 80.8%-20.8pp | 80.3%-20.3pp |
| Annual return | 21.17% | 38.03%-16.9pp | 156.71%-135.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,621 | $4,106-60.5% | $3,672-55.9% | $4,751-65.9% |
| Participant deferral / active EE | $2,603 | $7,599-65.7% | $7,418-64.9% | $6,710-61.2% |
| Admin fee / account holder | $1,063 | $8,984-88.2% | $7,231-85.3% | $11,403-90.7% |