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 | $47,314 | $127,777-63.0% | $106,548-55.6% | $167,490-71.8% |
| Participation rate | 20.8% | 78.3%-57.4pp | 76.1%-55.3pp | 82.1%-61.3pp |
| Annual return | 22.95% | 33.87%-10.9pp | 26.80%-3.9pp | 478.56%-455.6pp |
| Employer contribution / active EE | $749 | $3,427-78.1% | $2,819-73.4% | $4,837-84.5% |
| Participant deferral / active EE | $2,544 | $5,087-50.0% | $4,398-42.1% | $6,341-59.9% |
| Admin fee / account holder | $67,702 | $11,228+503.0% | $7,407+814.0% | $12,309+450.0% |