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 | $43,468 | $49,915-12.9% | $154,803-71.9% | $74,304-41.5% |
| Participation rate | 37.5% | 54.0%-16.5pp | 78.1%-40.6pp | 60.3%-22.8pp |
| Annual return | 16.59% | 34.06%-17.5pp | 58.88%-42.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $726 | $1,611-55.0% | $4,305-83.1% | $2,241-67.6% |
| Participant deferral / active EE | $1,169 | $2,255-48.2% | $5,540-78.9% | $3,767-69.0% |
| Admin fee / account holder | $3,268 | $2,189+49.3% | $14,329-77.2% | $2,969+10.1% |