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 | $59,637 | $102,547-41.8% | $78,210-23.7% | $147,584-59.6% |
| Participation rate | 39.1% | 74.4%-35.3pp | 68.7%-29.6pp | 82.8%-43.7pp |
| Annual return | 15.24% | 51.08%-35.8pp | 40.90%-25.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $94 | $2,617-96.4% | $2,034-95.4% | $4,876-98.1% |
| Participant deferral / active EE | $438 | $3,481-87.4% | $2,823-84.5% | $5,439-92.0% |
| Admin fee / account holder | $2,662 | $5,059-47.4% | $3,758-29.2% | $10,885-75.5% |