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 | $42,461 | $91,190-53.4% | $178,490-76.2% | $79,858-46.8% |
| Participation rate | 44.1% | 69.2%-25.1pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 16.92% | 24.19%-7.3pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $761 | $3,256-76.6% | $5,011-84.8% | $2,471-69.2% |
| Participant deferral / active EE | $1,758 | $3,236-45.7% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $1,165 | $6,751-82.7% | $13,984-91.7% | $5,306-78.0% |