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 | $55,938 | $165,912-66.3% | $122,332-54.3% | $147,584-62.1% |
| Participation rate | 30.8% | 79.6%-48.8pp | 71.6%-40.9pp | 82.8%-52.1pp |
| Annual return | 20.06% | 34.55%-14.5pp | 30.27%-10.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $552 | $5,754-90.4% | $4,050-86.4% | $4,876-88.7% |
| Participant deferral / active EE | $2,389 | $4,005-40.4% | $3,287-27.3% | $5,439-56.1% |
| Admin fee / account holder | $8,593 | $7,424+15.7% | $5,478+56.9% | $10,885-21.1% |