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 | $49,746 | $78,422-36.6% | $95,952-48.2% | $79,858-37.7% |
| Participation rate | 52.6% | 73.5%-20.9pp | 77.1%-24.4pp | 69.6%-17.0pp |
| Annual return | 13.13% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $518 | $1,945-73.4% | $2,541-79.6% | $2,471-79.0% |
| Participant deferral / active EE | $1,707 | $3,440-50.4% | $4,167-59.0% | $3,740-54.3% |
| Admin fee / account holder | $1,044 | $5,622-81.4% | $6,795-84.6% | $5,306-80.3% |