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 | $33,520 | $51,638-35.1% | $68,368-51.0% | $82,448-59.3% |
| Participation rate | 52.5% | 63.6%-11.2pp | 73.8%-21.3pp | 68.1%-15.6pp |
| Annual return | 14.85% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $775 | $2,047-62.1% | $2,649-70.7% | $2,551-69.6% |
| Participant deferral / active EE | $1,039 | $2,914-64.3% | $4,123-74.8% | $4,139-74.9% |
| Admin fee / account holder | $3,451 | $4,643-25.7% | $5,150-33.0% | $7,234-52.3% |