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 | $46,839 | $98,750-52.6% | $149,696-68.7% | $79,858-41.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 15.61% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,213 | $3,216-31.2% | $4,644-52.4% | $2,471-10.5% |
| Participant deferral / active EE | $4,756 | $5,680-16.3% | $6,842-30.5% | $3,740+27.2% |
| Admin fee / account holder | $5,063 | $6,053-16.3% | $9,309-45.6% | $5,306-4.6% |