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 | $48,237 | $91,190-47.1% | $178,490-73.0% | $79,858-39.6% |
| Participation rate | 31.3% | 69.2%-38.0pp | 81.9%-50.7pp | 69.6%-38.4pp |
| Annual return | 21.29% | 24.19%-2.9pp | 151.07%-129.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $960 | $3,256-70.5% | $5,011-80.8% | $2,471-61.2% |
| Participant deferral / active EE | $1,767 | $3,236-45.4% | $5,202-66.0% | $3,740-52.8% |
| Admin fee / account holder | $5,444 | $6,751-19.4% | $13,984-61.1% | $5,306+2.6% |