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 | $38,316 | $49,915-23.2% | $154,803-75.2% | $74,304-48.4% |
| Participation rate | 26.5% | 54.0%-27.5pp | 78.1%-51.6pp | 60.3%-33.9pp |
| Annual return | 15.79% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $325 | $1,611-79.8% | $4,305-92.5% | $2,241-85.5% |
| Participant deferral / active EE | $1,780 | $2,255-21.1% | $5,540-67.9% | $3,767-52.8% |
| Admin fee / account holder | $2,100 | $2,189-4.1% | $14,329-85.3% | $2,969-29.3% |