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 | $41,352 | $58,694-29.5% | $142,863-71.1% | $85,850-51.8% |
| Participation rate | 44.0% | 58.5%-14.5pp | 71.9%-27.9pp | 69.3%-25.3pp |
| Annual return | 13.03% | 27.72%-14.7pp | 5637.54%-5624.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $605 | $1,423-57.5% | $4,144-85.4% | $2,565-76.4% |
| Participant deferral / active EE | $2,520 | $2,607-3.3% | $3,837-34.3% | $3,952-36.2% |
| Admin fee / account holder | $404 | $4,239-90.5% | $6,560-93.8% | $6,260-93.5% |