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 | $56,531 | $132,634-57.4% | $115,768-51.2% | $137,256-58.8% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.4%-36.9pp | 80.0%-42.5pp |
| Annual return | 14.69% | 160.70%-146.0pp | 100.46%-85.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $954 | $3,360-71.6% | $2,940-67.6% | $4,156-77.0% |
| Participant deferral / active EE | $4,314 | $5,619-23.2% | $4,917-12.3% | $6,407-32.7% |
| Admin fee / account holder | $2,894 | $15,028-80.7% | $12,439-76.7% | $12,270-76.4% |