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 | $52,151 | $76,552-31.9% | $123,892-57.9% | $62,891-17.1% |
| Participation rate | 55.1% | 73.0%-17.9pp | 81.4%-26.3pp | 69.3%-14.2pp |
| Annual return | 110.74% | 18.68%+92.1pp | 47.52%+63.2pp | 20.14%+90.6pp |
| Employer contribution / active EE | $540 | $2,883-81.3% | $4,617-88.3% | $2,281-76.3% |
| Participant deferral / active EE | $2,438 | $4,840-49.6% | $5,984-59.3% | $3,203-23.9% |
| Admin fee / account holder | $1,829 | $4,826-62.1% | $8,357-78.1% | $4,296-57.4% |