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 | $55,283 | $56,114-1.5% | $96,139-42.5% | $85,850-35.6% |
| Participation rate | 56.8% | 56.7%0pp | 68.4%-11.7pp | 69.3%-12.6pp |
| Annual return | 13.01% | 42.30%-29.3pp | 191.94%-178.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,193 | $1,620-26.4% | $2,797-57.4% | $2,565-53.5% |
| Participant deferral / active EE | $2,377 | $2,859-16.9% | $4,349-45.3% | $3,952-39.8% |
| Admin fee / account holder | $878 | $3,768-76.7% | $5,537-84.1% | $6,260-86.0% |