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 | $40,885 | $64,324-36.4% | $118,925-65.6% | $79,858-48.8% |
| Participation rate | 35.2% | 64.9%-29.6pp | 75.4%-40.2pp | 69.6%-34.4pp |
| Annual return | 16.19% | 86.45%-70.3pp | 35.88%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $924 | $1,836-49.7% | $3,263-71.7% | $2,471-62.6% |
| Participant deferral / active EE | $1,719 | $2,824-39.1% | $4,265-59.7% | $3,740-54.0% |
| Admin fee / account holder | $1,500 | $4,040-62.9% | $6,581-77.2% | $5,306-71.7% |