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 | $52,727 | $117,381-55.1% | $99,443-47.0% | $152,861-65.5% |
| Participation rate | 26.1% | 77.5%-51.5pp | 73.8%-47.7pp | 82.4%-56.4pp |
| Annual return | 22.72% | 31.87%-9.1pp | 30.72%-8.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $874 | $3,013-71.0% | $2,540-65.6% | $4,762-81.6% |
| Participant deferral / active EE | $2,651 | $4,086-35.1% | $3,619-26.7% | $5,850-54.7% |
| Admin fee / account holder | $6,030 | $7,631-21.0% | $6,250-3.5% | $11,596-48.0% |