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 | $41,128 | $80,753-49.1% | $136,294-69.8% | $62,292-34.0% |
| Participation rate | 54.8% | 73.5%-18.7pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 20.85% | 35.83%-15.0pp | 5155.94%-5135.1pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,753 | $2,884-39.2% | $4,695-62.7% | $2,042-14.2% |
| Participant deferral / active EE | $3,515 | $5,164-31.9% | $6,247-43.7% | $3,169+10.9% |
| Admin fee / account holder | $1,092 | $525+107.9% | $9,243-88.2% | $479+127.9% |