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 | $42,806 | $58,926-27.4% | $97,226-56.0% | $74,495-42.5% |
| Participation rate | 46.4% | 63.5%-17.1pp | 72.7%-26.3pp | 67.2%-20.8pp |
| Annual return | 15.42% | 16.04%-0.6pp | 75.13%-59.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,132 | $1,894-40.2% | $2,729-58.5% | $2,623-56.8% |
| Participant deferral / active EE | $1,622 | $3,664-55.7% | $4,264-62.0% | $4,346-62.7% |
| Admin fee / account holder | $468 | $1,974-76.3% | $5,654-91.7% | $1,942-75.9% |