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 | $51,527 | $80,753-36.2% | $136,294-62.2% | $62,292-17.3% |
| Participation rate | 54.0% | 73.5%-19.5pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 16.66% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,302 | $2,884-54.8% | $4,695-72.3% | $2,042-36.2% |
| Participant deferral / active EE | $2,945 | $5,164-43.0% | $6,247-52.9% | $3,169-7.1% |
| Admin fee / account holder | $4,128 | $525+685.6% | $9,243-55.3% | $479+761.1% |