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 | $26,293 | $99,079-73.5% | $77,999-66.3% | $273,961-90.4% |
| Participation rate | 47.4% | 78.6%-31.2pp | 75.5%-28.2pp | 83.0%-35.6pp |
| Annual return | 6.53% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $573 | $3,308-82.7% | $2,470-76.8% | $4,869-88.2% |
| Participant deferral / active EE | $3,719 | $4,306-13.6% | $3,497+6.4% | $5,287-29.7% |
| Admin fee / account holder | $2,424 | $8,954-72.9% | $5,480-55.8% | $10,132-76.1% |