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 | $38,175 | $53,127-28.1% | $86,590-55.9% | $70,131-45.6% |
| Participation rate | 46.2% | 65.3%-19.2pp | 73.5%-27.4pp | 69.5%-23.4pp |
| Annual return | 15.19% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $822 | $2,068-60.2% | $2,839-71.0% | $2,342-64.9% |
| Participant deferral / active EE | $1,568 | $2,696-41.9% | $3,609-56.6% | $3,332-53.0% |
| Admin fee / account holder | $4,368 | $3,585+21.8% | $4,906-11.0% | $4,645-6.0% |