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 | $38,423 | $53,822-28.6% | $75,696-49.2% | $85,850-55.2% |
| Participation rate | 55.9% | 69.1%-13.2pp | 74.8%-19.0pp | 69.3%-13.4pp |
| Annual return | 22.55% | 24.54%-2.0pp | 104.53%-82.0pp | 318.53%-296.0pp |
| Employer contribution / active EE | $627 | $2,017-68.9% | $2,743-77.1% | $2,565-75.6% |
| Participant deferral / active EE | $1,522 | $2,895-47.4% | $3,821-60.2% | $3,952-61.5% |
| Admin fee / account holder | $9,474 | $3,343+183.4% | $3,619+161.8% | $6,260+51.3% |