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 | $41,691 | $124,281-66.5% | $109,143-61.8% | $167,490-75.1% |
| Participation rate | 47.4% | 79.4%-32.1pp | 75.9%-28.5pp | 82.1%-34.7pp |
| Annual return | 15.56% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,309 | $4,207-68.9% | $3,722-64.8% | $4,837-72.9% |
| Participant deferral / active EE | $1,788 | $5,255-66.0% | $4,653-61.6% | $6,341-71.8% |
| Admin fee / account holder | $857 | $7,970-89.3% | $6,752-87.3% | $12,309-93.0% |