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 | $51,609 | $68,547-24.7% | $120,354-57.1% | $80,856-36.2% |
| Participation rate | 30.2% | 61.6%-31.4pp | 71.9%-41.7pp | 67.6%-37.4pp |
| Annual return | 16.88% | 23.60%-6.7pp | 107.15%-90.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $651 | $2,051-68.3% | $3,463-81.2% | $2,755-76.4% |
| Participant deferral / active EE | $1,371 | $3,173-56.8% | $4,991-72.5% | $4,296-68.1% |
| Admin fee / account holder | $3,095 | $5,732-46.0% | $9,423-67.2% | $6,918-55.3% |