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 | $51,891 | $74,661-30.5% | $160,784-67.7% | $67,986-23.7% |
| Participation rate | 35.0% | 57.1%-22.1pp | 77.0%-42.0pp | 57.2%-22.2pp |
| Annual return | 16.37% | 28.83%-12.5pp | 1803.92%-1787.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $919 | $1,829-49.7% | $3,733-75.4% | $2,019-54.5% |
| Participant deferral / active EE | $1,812 | $3,681-50.8% | $6,293-71.2% | $3,358-46.0% |
| Admin fee / account holder | $681 | $3,959-82.8% | $9,717-93.0% | $3,203-78.7% |