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 | $49,043 | $91,190-46.2% | $178,490-72.5% | $79,858-38.6% |
| Participation rate | 55.8% | 69.2%-13.4pp | 81.9%-26.2pp | 69.6%-13.9pp |
| Annual return | 13.36% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $666 | $3,256-79.6% | $5,011-86.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,898 | $3,236-41.3% | $5,202-63.5% | $3,740-49.2% |
| Admin fee / account holder | $334 | $6,751-95.1% | $13,984-97.6% | $5,306-93.7% |