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 | $45,994 | $95,416-51.8% | $185,823-75.2% | $85,850-46.4% |
| Participation rate | 16.0% | 68.8%-52.8pp | 81.7%-65.7pp | 69.3%-53.3pp |
| Annual return | 14.17% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $391 | $3,314-88.2% | $5,167-92.4% | $2,565-84.8% |
| Participant deferral / active EE | $1,759 | $3,423-48.6% | $5,568-68.4% | $3,952-55.5% |
| Admin fee / account holder | $4,478 | $7,213-37.9% | $16,237-72.4% | $6,260-28.5% |