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 | $59,925 | $95,416-37.2% | $185,823-67.8% | $85,850-30.2% |
| Participation rate | 59.4% | 68.8%-9.4pp | 81.7%-22.3pp | 69.3%-9.9pp |
| Annual return | 13.32% | 23.59%-10.3pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $439 | $3,314-86.8% | $5,167-91.5% | $2,565-82.9% |
| Participant deferral / active EE | $2,784 | $3,423-18.7% | $5,568-50.0% | $3,952-29.5% |
| Admin fee / account holder | $2,065 | $7,213-71.4% | $16,237-87.3% | $6,260-67.0% |