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 | $39,669 | $88,360-55.1% | $145,433-72.7% | $67,986-41.7% |
| Participation rate | 37.0% | 65.5%-28.5pp | 82.1%-45.1pp | 57.2%-20.2pp |
| Annual return | 18.91% | 63.15%-44.2pp | 66.58%-47.7pp | 31.67%-12.8pp |
| Employer contribution / active EE | $935 | $3,054-69.4% | $4,554-79.5% | $2,019-53.7% |
| Participant deferral / active EE | $1,518 | $5,932-74.4% | $7,897-80.8% | $3,358-54.8% |
| Admin fee / account holder | $6,773 | $3,313+104.4% | $13,129-48.4% | $3,203+111.4% |