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 | $30,969 | $99,877-69.0% | $84,966-63.6% | $145,922-78.8% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 13.32% | 83.76%-70.4pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $746 | $3,231-76.9% | $2,727-72.6% | $4,660-84.0% |
| Participant deferral / active EE | $1,008 | $5,291-80.9% | $4,519-77.7% | $6,688-84.9% |
| Admin fee / account holder | $5,166 | $7,248-28.7% | $6,149-16.0% | $13,397-61.4% |