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 | $27,776 | $118,849-76.6% | $96,562-71.2% | $167,490-83.4% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.8%-14.8pp | 82.1%-27.1pp |
| Annual return | 17.59% | 50.49%-32.9pp | 37.78%-20.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $612 | $3,120-80.4% | $2,356-74.1% | $4,837-87.4% |
| Participant deferral / active EE | $3,013 | $4,616-34.7% | $3,849-21.7% | $6,341-52.5% |
| Admin fee / account holder | $403 | $8,065-95.0% | $6,181-93.5% | $12,309-96.7% |