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 | $57,714 | $77,899-25.9% | $149,673-61.4% | $75,163-23.2% |
| Participation rate | 32.4% | 65.6%-33.2pp | 78.8%-46.4pp | 67.2%-34.8pp |
| Annual return | 14.15% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $969 | $3,137-69.1% | $4,818-79.9% | $2,670-63.7% |
| Participant deferral / active EE | $3,143 | $3,411-7.8% | $5,680-44.7% | $4,125-23.8% |
| Admin fee / account holder | $4,883 | $5,956-18.0% | $13,210-63.0% | $5,651-13.6% |