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 | $66,524 | $91,190-27.0% | $178,490-62.7% | $79,858-16.7% |
| Participation rate | 42.0% | 69.2%-27.2pp | 81.9%-39.9pp | 69.6%-27.6pp |
| Annual return | 19.01% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $948 | $3,256-70.9% | $5,011-81.1% | $2,471-61.6% |
| Participant deferral / active EE | $1,443 | $3,236-55.4% | $5,202-72.3% | $3,740-61.4% |
| Admin fee / account holder | $10,996 | $6,751+62.9% | $13,984-21.4% | $5,306+107.2% |