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 | $60,342 | $51,638+16.9% | $68,368-11.7% | $82,448-26.8% |
| Participation rate | 42.5% | 63.6%-21.1pp | 73.8%-31.3pp | 68.1%-25.6pp |
| Annual return | 18.00% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $825 | $2,047-59.7% | $2,649-68.9% | $2,551-67.7% |
| Participant deferral / active EE | $2,572 | $2,914-11.7% | $4,123-37.6% | $4,139-37.9% |
| Admin fee / account holder | $1,572 | $4,643-66.1% | $5,150-69.5% | $7,234-78.3% |