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 | $55,313 | $77,899-29.0% | $149,673-63.0% | $75,163-26.4% |
| Participation rate | 20.0% | 65.6%-45.6pp | 78.8%-58.8pp | 67.2%-47.2pp |
| Annual return | 30.30% | 31.72%-1.4pp | 134.42%-104.1pp | 160.62%-130.3pp |
| Employer contribution / active EE | $691 | $3,137-78.0% | $4,818-85.7% | $2,670-74.1% |
| Participant deferral / active EE | $1,330 | $3,411-61.0% | $5,680-76.6% | $4,125-67.8% |
| Admin fee / account holder | $623 | $5,956-89.5% | $13,210-95.3% | $5,651-89.0% |