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 | $49,104 | $104,974-53.2% | $95,585-48.6% | $142,382-65.5% |
| Participation rate | 61.5% | 75.0%-13.4pp | 72.1%-10.5pp | 80.1%-18.6pp |
| Annual return | 15.06% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $528 | $2,779-81.0% | $2,527-79.1% | $4,299-87.7% |
| Participant deferral / active EE | $1,318 | $4,352-69.7% | $4,023-67.2% | $6,507-79.7% |
| Admin fee / account holder | $3,967 | $6,386-37.9% | $6,127-35.3% | $12,624-68.6% |