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 | $44,951 | $85,202-47.2% | $172,739-74.0% | $72,985-38.4% |
| Participation rate | 52.9% | 70.1%-17.1pp | 82.6%-29.7pp | 69.5%-16.5pp |
| Annual return | 18.48% | 27.32%-8.8pp | 802.84%-784.4pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,168 | $3,324-64.9% | $5,143-77.3% | $2,440-52.1% |
| Participant deferral / active EE | $2,631 | $3,260-19.3% | $5,198-49.4% | $3,607-27.1% |
| Admin fee / account holder | $2,041 | $5,884-65.3% | $13,954-85.4% | $5,124-60.2% |