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 | $47,830 | $85,766-44.2% | $136,294-64.9% | $70,131-31.8% |
| Participation rate | 51.6% | 74.2%-22.5pp | 81.9%-30.3pp | 69.5%-17.9pp |
| Annual return | 24.30% | 31.45%-7.2pp | 5155.94%-5131.6pp | 73.14%-48.8pp |
| Employer contribution / active EE | $1,665 | $2,966-43.9% | $4,695-64.5% | $2,342-28.9% |
| Participant deferral / active EE | $3,700 | $5,051-26.8% | $6,247-40.8% | $3,332+11.1% |
| Admin fee / account holder | $4,396 | $5,420-18.9% | $9,243-52.4% | $4,645-5.4% |