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 | $39,612 | $65,409-39.4% | $98,442-59.8% | $85,850-53.9% |
| Participation rate | 54.3% | 65.0%-10.7pp | 73.3%-19.1pp | 69.3%-15.0pp |
| Annual return | 14.02% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $662 | $2,168-69.4% | $2,960-77.6% | $2,565-74.2% |
| Participant deferral / active EE | $1,389 | $3,166-56.1% | $4,276-67.5% | $3,952-64.9% |
| Admin fee / account holder | $1,929 | $4,593-58.0% | $5,949-67.6% | $6,260-69.2% |