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 | $59,932 | $99,079-39.5% | $77,999-23.2% | $273,961-78.1% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.5%-39.2pp | 83.0%-46.7pp |
| Annual return | 4.28% | 217.93%-213.6pp | 425.96%-421.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $774 | $3,308-76.6% | $2,470-68.7% | $4,869-84.1% |
| Participant deferral / active EE | $2,053 | $4,306-52.3% | $3,497-41.3% | $5,287-61.2% |
| Admin fee / account holder | $320 | $8,954-96.4% | $5,480-94.2% | $10,132-96.8% |