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 | $42,316 | $56,114-24.6% | $96,139-56.0% | $85,850-50.7% |
| Participation rate | 47.1% | 56.7%-9.7pp | 68.4%-21.4pp | 69.3%-22.3pp |
| Annual return | 14.62% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $837 | $1,620-48.3% | $2,797-70.1% | $2,565-67.4% |
| Participant deferral / active EE | $1,850 | $2,859-35.3% | $4,349-57.5% | $3,952-53.2% |
| Admin fee / account holder | $2,790 | $3,768-25.9% | $5,537-49.6% | $6,260-55.4% |