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 | $53,538 | $104,251-48.6% | $91,001-41.2% | $147,584-63.7% |
| Participation rate | 18.2% | 78.2%-60.1pp | 75.6%-57.4pp | 82.8%-64.6pp |
| Annual return | 12.42% | 27.06%-14.6pp | 4.60%+7.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $703 | $3,116-77.4% | $2,456-71.4% | $4,876-85.6% |
| Participant deferral / active EE | $1,554 | $4,195-63.0% | $3,547-56.2% | $5,439-71.4% |
| Admin fee / account holder | $752 | $8,948-91.6% | $5,417-86.1% | $10,885-93.1% |