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 | $45,790 | $50,082-8.6% | $93,406-51.0% | $79,858-42.7% |
| Participation rate | 36.0% | 60.9%-24.9pp | 66.8%-30.8pp | 69.6%-33.6pp |
| Annual return | 11.85% | 24.59%-12.7pp | 78.05%-66.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $622 | $1,303-52.3% | $2,075-70.0% | $2,471-74.8% |
| Participant deferral / active EE | $1,479 | $2,212-33.2% | $3,126-52.7% | $3,740-60.5% |
| Admin fee / account holder | $2,649 | $3,454-23.3% | $5,230-49.4% | $5,306-50.1% |