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 | $45,041 | $49,915-9.8% | $154,803-70.9% | $74,304-39.4% |
| Participation rate | 41.0% | 54.0%-12.9pp | 78.1%-37.0pp | 60.3%-19.3pp |
| Annual return | 15.17% | 34.06%-18.9pp | 58.88%-43.7pp | 29.43%-14.3pp |
| Employer contribution / active EE | $372 | $1,611-76.9% | $4,305-91.4% | $2,241-83.4% |
| Participant deferral / active EE | $1,462 | $2,255-35.2% | $5,540-73.6% | $3,767-61.2% |
| Admin fee / account holder | $4,958 | $2,189+126.5% | $14,329-65.4% | $2,969+67.0% |