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 | $38,701 | $78,672-50.8% | $109,143-64.5% | $85,850-54.9% |
| Participation rate | 60.6% | 68.3%-7.7pp | 75.9%-15.3pp | 69.3%-8.7pp |
| Annual return | 12.35% | 25.09%-12.7pp | 25.75%-13.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $981 | $2,735-64.1% | $3,722-73.7% | $2,565-61.8% |
| Participant deferral / active EE | $1,794 | $3,467-48.3% | $4,653-61.4% | $3,952-54.6% |
| Admin fee / account holder | $1,414 | $5,469-74.1% | $6,752-79.1% | $6,260-77.4% |