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 | $43,785 | $91,190-52.0% | $178,490-75.5% | $79,858-45.2% |
| Participation rate | 30.4% | 69.2%-38.8pp | 81.9%-51.5pp | 69.6%-39.2pp |
| Annual return | 12.35% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $693 | $3,256-78.7% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $1,451 | $3,236-55.2% | $5,202-72.1% | $3,740-61.2% |
| Admin fee / account holder | $2,527 | $6,751-62.6% | $13,984-81.9% | $5,306-52.4% |