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 | $55,529 | $102,382-45.8% | $147,005-62.2% | $80,874-31.3% |
| Participation rate | 43.5% | 75.8%-32.4pp | 82.2%-38.7pp | 67.6%-24.2pp |
| Annual return | 13.35% | 134.89%-121.5pp | 418.76%-405.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,615 | $3,715-56.5% | $4,934-67.3% | $2,756-41.4% |
| Participant deferral / active EE | $3,052 | $6,646-54.1% | $8,070-62.2% | $4,297-29.0% |
| Admin fee / account holder | $6,780 | $7,942-14.6% | $13,006-47.9% | $6,935-2.2% |