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 | $41,324 | $100,041-58.7% | $149,718-72.4% | $70,131-41.1% |
| Participation rate | 58.5% | 83.6%-25.1pp | 87.1%-28.5pp | 69.5%-11.0pp |
| Annual return | 18.90% | 27.43%-8.5pp | 1501.63%-1482.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,396 | $3,662-61.9% | $5,445-74.4% | $2,342-40.4% |
| Participant deferral / active EE | $2,588 | $4,983-48.1% | $6,569-60.6% | $3,332-22.3% |
| Admin fee / account holder | $357 | $8,286-95.7% | $11,283-96.8% | $4,645-92.3% |