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 | $19,005 | $112,881-83.2% | $90,951-79.1% | $158,922-88.0% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 14.45% | 215.79%-201.3pp | 134.60%-120.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,488 | $2,893-48.6% | $2,122-29.9% | $4,761-68.8% |
| Participant deferral / active EE | $2,635 | $4,128-36.2% | $3,373-21.9% | $5,982-56.0% |
| Admin fee / account holder | $399 | $8,041-95.0% | $5,959-93.3% | $11,246-96.5% |