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 | $48,009 | $85,202-43.7% | $172,739-72.2% | $72,985-34.2% |
| Participation rate | 25.8% | 70.1%-44.3pp | 82.6%-56.8pp | 69.5%-43.7pp |
| Annual return | 22.40% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $470 | $3,324-85.8% | $5,143-90.9% | $2,440-80.7% |
| Participant deferral / active EE | $1,507 | $3,260-53.8% | $5,198-71.0% | $3,607-58.2% |
| Admin fee / account holder | $1,174 | $5,884-80.0% | $13,954-91.6% | $5,124-77.1% |