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 | $56,571 | $85,202-33.6% | $172,739-67.3% | $72,985-22.5% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | 19.62% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $883 | $3,324-73.4% | $5,143-82.8% | $2,440-63.8% |
| Participant deferral / active EE | $1,516 | $3,260-53.5% | $5,198-70.8% | $3,607-58.0% |
| Admin fee / account holder | $6,037 | $5,884+2.6% | $13,954-56.7% | $5,124+17.8% |