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 | $46,187 | $70,428-34.4% | $96,562-52.2% | $85,850-46.2% |
| Participation rate | 60.4% | 61.8%-1.4pp | 69.8%-9.4pp | 69.3%-8.9pp |
| Annual return | 13.07% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $276 | $1,413-80.5% | $2,356-88.3% | $2,565-89.3% |
| Participant deferral / active EE | $1,386 | $2,894-52.1% | $3,849-64.0% | $3,952-64.9% |
| Admin fee / account holder | $2,219 | $4,997-55.6% | $6,181-64.1% | $6,260-64.6% |