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 | $54,744 | $108,172-49.4% | $77,482-29.3% | $158,922-65.6% |
| Participation rate | 44.4% | 64.4%-20.0pp | 54.2%-9.7pp | 82.0%-37.5pp |
| Annual return | 8.81% | 31.67%-22.9pp | 54.79%-46.0pp | 302.83%-294.0pp |
| Employer contribution / active EE | $431 | $1,325-67.5% | $986-56.3% | $4,761-90.9% |
| Participant deferral / active EE | $738 | $2,456-70.0% | $1,861-60.3% | $5,982-87.7% |
| Admin fee / account holder | $9,378 | $3,708+152.9% | $2,858+228.2% | $11,246-16.6% |