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 | $23,956 | $109,327-78.1% | $89,391-73.2% | $158,922-84.9% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.0%-21.3pp | 82.0%-35.3pp |
| Annual return | 26.38% | 345.68%-319.3pp | 245.62%-219.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $499 | $3,170-84.2% | $2,586-80.7% | $4,761-89.5% |
| Participant deferral / active EE | $1,310 | $4,598-71.5% | $3,890-66.3% | $5,982-78.1% |
| Admin fee / account holder | $6,515 | $6,153+5.9% | $4,881+33.5% | $11,246-42.1% |