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 | $49,794 | $95,416-47.8% | $185,823-73.2% | $85,850-42.0% |
| Participation rate | 48.6% | 68.8%-20.2pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 12.21% | 23.59%-11.4pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $615 | $3,314-81.4% | $5,167-88.1% | $2,565-76.0% |
| Participant deferral / active EE | $2,053 | $3,423-40.0% | $5,568-63.1% | $3,952-48.0% |
| Admin fee / account holder | $1,698 | $7,213-76.5% | $16,237-89.5% | $6,260-72.9% |