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 | $47,639 | $58,208-18.2% | $81,812-41.8% | $80,856-41.1% |
| Participation rate | 30.2% | 63.4%-33.2pp | 72.3%-42.1pp | 67.6%-37.4pp |
| Annual return | 15.29% | 41.66%-26.4pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $349 | $2,340-85.1% | $2,912-88.0% | $2,755-87.3% |
| Participant deferral / active EE | $1,719 | $3,281-47.6% | $4,319-60.2% | $4,296-60.0% |
| Admin fee / account holder | $1,545 | $4,981-69.0% | $7,386-79.1% | $6,918-77.7% |